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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scentsy | Rockford | IL | 04/2015 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Rockton | IL | 07/2017 | Present |
(1)Name of Business: CCM Real Estate Group, LLC Address: 15629 Carries Ln, South Beloit, IL, 61080, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/09/2019 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 am a manager listed on CCM Real Estate Group, LLC's Operating Agreement. This is my long-term partner/father of my two kids' real estate LLC under which we own a rental duplex and a piece of land next to our house. He is sole owner. (2)Name of Business: Montgomery Financial Services Address: 1116 Cannell Ct Ste 1, Rockton, IL, 61072, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Associate\nChief Operating Officer\nClerical Duties\nMoney movement\nAssist clients with issues\nMarketing\nCompliance\nPortfolio Research\nPortfolio Composition
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
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