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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-19 |
| SD | RA | APPROVED | 2016-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Sioux Falls | SD | 08/2016 | Present |
| Cortrust | Sioux Falls | SD | 09/2017 | Present |
(1)Name of Business: CorTrust Address: 300 Cherapa Pl Ste 101, Sioux Falls, SD, 57103, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/25/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Help Clients with retirement and investments. (2)Name of Business: CorTrust Wealth Management Address: 300 Cherapa Pl Ste 101, Sioux Falls, SD, 57103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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