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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-31 |
| IN | RA | APPROVED | 2016-11-14 |
Branch Locations
200 South Walnut Street, Muncie, IN 47305 • United States
Muncie, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Muncie | IN | 05/2016 | 11/2016 |
| Raymond James Financial Services, Inc. | Muncie | IN | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Muncie | IN | 11/2016 | Present |
| Muncie Epic Escape, Llc | Muncie | IN | 11/2016 | 08/2021 |
(1) Name of Business: Cooper Wealth Management, LLC Address: 200 S Walnut St, Muncie, IN, 47305-2825, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - CEO Investment Related: No Start Date: 01/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, bookkeeping, HR, management. (2) Name of Business: Coops Lawn and Landscape, LLC Address: 1909 W County Road 600 S, Muncie, IN, 47302, United States Activity Type: Part-Time Activity/Employment Position/Title: Bookkeeper, Associate/Employee Investment Related: No Start Date: 12/17/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative assistant for my husband's lawncare company. (3) Name of Business: Coops Trucking, LLC Address: 2800 S Cowan Rd, Muncie, IN, 47302, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain books and records. (4) Name of Business: Hoosier Highlands, LLC Address: 1909 W County Road 600 S, Muncie, IN, 47302, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain books and records, communicate with buyers and sellers, daily maintenance of livestock. (5) Name of Business: Katherine Onieal Investment Services, LLC Address: 200 S Walnut St, Muncie, IN, 47305, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 01/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor \Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
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