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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2020-03-06 |
Branch Locations
2101 Trinity Drive Suite T, Los Alamos, NM 87544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2015 | 02/2020 |
| Raymond James Financial Services, Inc. | Los Alamos | NM | 03/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Los Alamos | NM | 03/2020 | Present |
(1)Name of Business: Address: 1454 41st St, Los Alamos, NM, 87544, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have hired a personal assistant for home cleaning, cooking, etc. Due to Federal Law for wages in excess of $1800, I must officially "hire" this person as a domestic household employee. This entails Schedule H on my personal federal tax return, and submitting quarterly wage withholding and Unemployment reports to the State of New Mexico. This has nothing to do with RJ or Wiemann Wealth. (2)Name of Business: Wiemann Wealth Address: 2101 Trinity Dr Ste T, Los Alamos, NM, 87544, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Owner, Registered Principal and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-19 |
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