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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-18 |
Branch Locations
20 Nw 3Rd Street Suite 320, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kenco Logistics | Chattanooga | TN | 01/2016 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 08/2025 |
| Raymond James Financial Services, Inc. | Evansville | IN | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Evansville | IN | 08/2025 | Present |
(1)Name of Business: Address: 20 NW 3rd St Ste 320, Evansville, IN, 47708-1232, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/04/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Insurance Sales (2)Name of Business: Choice Investment Services Address: 20 NW 3rd St Ste 320, Evansville, IN, 47708-1232, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to assist with current clients. (3)Name of Business: Long Wealth Planning, LLC Address: 20 NW 3rd St Ste 320, Evansville, IN, 47708-1232, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/15/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 21-40 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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