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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Paul | MN | 05/2016 | 09/2017 |
| Charles Schwab Bank | St. Paul | MN | 05/2016 | 09/2017 |
| Brian Eder | Lake Elmo | MN | 11/2018 | 11/2018 |
| Northwestern Mutual Investment Services Llc | Lake Elmo | MN | 11/2017 | 11/2018 |
| Charles Schwab | St Paul | MN | 05/2016 | 09/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2017 | 11/2018 |
| Charles Schwab & Co., Inc | St. Paul | MN | 12/2018 | 09/2023 |
| Charles Schwab Bank | St. Paul | MN | 12/2018 | 09/2023 |
| Raymond James Financial Services, Inc. | St. Paul | MN | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Paul | MN | 09/2023 | Present |
(1) Name of Business: West Wind Wealth Group LLC Address: 275 3rd St S Ste 303, Stillwater, MN, 55082-8001, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the support company for my financial planning/financial advisory practice with Raymond James. No longer apart of Upstream Asset Management's LLC support company. Now operating as West Wind Wealth Group LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-02 |
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