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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| ID | RA | APPROVED | 2015-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Blackfoot | ID | 08/2014 | Present |
| Young & Associates | Idaho Falls | ID | 05/2014 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Blackfoot | ID | 05/2015 | Present |
| Burke Financial, Llc | Blackfoot | ID | 08/2021 | Present |
| Homestead Financial | Blackfoot | ID | 09/2023 | Present |
(1)Name of Business: Burke Financial, LLC Address: 167 W Bridge Street, Blackfoot, ID, 83221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/17/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single Member LLC Owner (2)Name of Business: Homestead Financial Address: 167 W Bridge St, Blackfoot, ID, 83221-2704, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/25/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Homestead Financial is the DBA for my practice and will be co-branded with Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-24 |
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