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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-24 |
| WY | RA | APPROVED | 2024-10-24 |
Branch Locations
841 Broadway Street Suite 211, Sheridan, WY 82801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Sheridan | WY | 04/2016 | 03/2018 |
| Lpl Financial Llc | Sheridan | WY | 03/2018 | 10/2020 |
| First Interstate Bank | Sheridan | WY | 03/2018 | 09/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2020 | 10/2024 |
| Sage Investment Strategies | Sheridan | WY | 10/2020 | Present |
| Cloud Peak Volleyball Club | Sheridan | WY | 04/2021 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Sheridan | WY | 10/2024 | Present |
| Raymond James Financial Services, Inc. | Sheridan | WY | 10/2024 | Present |
(1)Name of Business: Forever Sunrise, Inc Address: 36 Fredom Lane, Sheridan, WY, 82801, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/17/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I oversee the development of a smartphone application called iXnay. (2)Name of Business: Oak Crest Insurance Group Address: 841 Broadway St Ste 211, Sheridan, WY, 82801-3654, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/21/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent (3)Name of Business: Sage Investment Strategies Address: 841 Broadway St Ste 211, Sheridan, WY, 82801-3654, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/30/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial planning, asset allocation, securities trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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