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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
3467 Forest Grove Drive, Bettendorf, IA 52722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Davenport | IA | 10/2011 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Davenport | IA | 11/2016 | 04/2021 |
| Ameriprise Financial Services, Llc | Davenport | IA | 03/2021 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Bettendorf | IA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Bettendorf | IA | 02/2026 | Present |
(1)Name of Business: Address: 1820 W Benton St Unit 101, Iowa City, IA, 52246, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Apartment 1820 W Benton St, Unit 104, IOWA City, IA (2)Name of Business: JRP Operational Support Services, LLC Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Advisor (3)Name of Business: The Cities Private Wealth Group Address: 3467 Forest Grove Drive, Bettendorf, IA, 52722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-07 |
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