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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-03 |
Branch Locations
5503 N Wall Street Suite #1, Spokane, WA 99205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2006 | 03/2025 |
| Raymond James Financial Services, Inc. | Spokane | WA | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Spokane | WA | 03/2025 | Present |
| Leading Light Wealth Management | Spokane | WA | 03/2025 | Present |
| Leading Light Wealth Pllc | Spokane | WA | 03/2025 | Present |
(1)Name of Business: JDM Family Commercial LLC Address: 9118 N Dusk Ct, Spokane, WA, 99208, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created this LLC to hold the building I use for my Raymond James office. (2)Name of Business: Leading Light Wealth PLLC Address: 5503 N Wall St. Suite #1, Spokane, WA, 99201-2446, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the business entity I created to start my Raymond James affiliation with.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-17 |
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