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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2013-04-16 |
Branch Locations
4908 S Technopolis Dr, Sioux Falls, SD 57106 • United States
Platte, SD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 04/2013 | Present |
| Raymond James Financial Services Advisors, Inc. | Sioux Falls | SD | 04/2013 | Present |
| Great Western Bank | Sioux Falls | SD | 04/2013 | 03/2022 |
| Rnl Investments, Llc | Sioux Falls | SD | 09/2014 | 08/2018 |
| Platte Geddes School District | Platte | SD | 08/2026 | Present |
(1) Name of Business: Capital Wealth Planning LLC Address: 4904 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client related business activities (2) Name of Business: Hogan Holdings, LLC Address: 37397 284th Street, Geddes, SD, 57342, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner (with my husband) on a building that our Corporation (Hogan Honey Farms, Inc) will rent from Hogan Holdings, LLC (3) Name of Business: Hogan Honey Farms, Inc Address: 37397 284th St, Geddes, SD, 57342, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner and bookkeeper (4) Name of Business: Legacy Financial Group Address: 4908 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: client related business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-18 |
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