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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2022-03-28 |
Branch Locations
1111 31St Avenue Sw Suite D, Minot, ND 58701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Minot | ND | 11/2021 | Present |
| Papa Murphy's Pizza | Minot | ND | 06/2017 | 05/2019 |
| Ready Builders Construction | Minot | ND | 05/2018 | 08/2018 |
| In-Depth Construction | Minot | ND | 05/2019 | 08/2020 |
| Bishop Ryan Catholic School | Minot | ND | 08/2010 | 05/2017 |
| Minot State University | Minot | ND | 08/2017 | 05/2021 |
| Unemployed | Minot | ND | 06/2021 | 11/2021 |
| Hayhurst & Erickson Financial Advisors, Llc | Minot | ND | 11/2021 | 07/2023 |
| Raymond James Financial Services Advisors, Inc. | Minot | ND | 03/2022 | Present |
| Cle Financial, Inc. | Minot | ND | 07/2023 | Present |
| Erickson Wealth Management, Llc | Minot | ND | 07/2023 | Present |
(1) Name of Business: CLE Financial, Inc. Address: 1111 31st Ave SW Ste D, Minot, ND, 58701-2018, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 07/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner of support company. (2) Name of Business: Erickson Wealth Management, LLC Address: 1111 31st Ave SW Ste D, Minot, ND, 58701-2018, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 07/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-owner with Eldon Erickson
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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