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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-18 |
Branch Locations
11 E Superior St Suite 500, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Duluth | MN | 12/2021 | Present |
| Spirit Of The Lake Community School | Duluth | MN | 12/2021 | 03/2022 |
| Happy Wanderer Llc/Special Fiction Books | Duluth | MN | 08/2018 | 04/2022 |
| University Of Minnesota Medical School - Duluth Campus | Duluth | MN | 01/2020 | 12/2020 |
| Young & Associates Insurance | Duluth | MN | 05/2015 | 04/2019 |
| Ascential Wealth Advisors | Duluth | MN | 12/2021 | Present |
| Spirit Of The Lake Community School | Duluth | MN | 04/2019 | 12/2021 |
| Raymond James Financial Services Advisors, Inc | Duluth | MN | 03/2022 | Present |
(1)Name of Business: Healing Hearts Collective Address: 2212 Hoover St, Duluth, MN, 55811, United States Activity Type: Non profit Position/Title: Board Member, Chair of the Board, Committee Member Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Updated - will be serving as Board Chair (will not have control of funds or checking signing authority). Will serve as a board member and member of the finance committee of the board of directors. See attached bylaws for board member responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-17 |
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