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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| MN | RA | APPROVED | 2015-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Winona | MN | 04/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Winona | MN | 01/2015 | Present |
(1)Name of Business: Hurry Back Productions, Inc. Address: 1115 West Broadway, Winona, MN, 55987, United States Activity Type: Non profit Position/Title: Officer - Vice President, Board Member Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: review proposals, discuss operations, attend meetings, attend events (2)Name of Business: Slaggie Capital Group Address: 655 Franklin St, Winona, MN, 55987, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Rainmaking Activities, Identifying tactical opportunities for team clients, Goal Planning and Monitoring initiatives, Brand / Marketing / Social Media, Excellence in AMP/CFP studies (3)Name of Business: Slaggie Family Foundation Address: 111 Market St Suite 3B, Winona, MN, 55987, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: review proposals, attend meetings, treasurer position does not include check writing or position on investment committee (4)Name of Business: Winona Golf and Dining, Inc. Address: 22852 County Road 17, Winona, MN, 55987, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: No Start Date: 01/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend meetings, discuss operations, responsible for taking and submitting meeting minutes, co-signing of new and/or redeemed shares.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
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