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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| IN | RA | APPROVED | 2024-06-17 |
Branch Locations
9910 Dupont Circle Drive East Suite 100, Ft. Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilliard Lyons | Fort Wayne | IN | 10/2005 | 09/2019 |
| Robert W. Baird & Co. Incorporated | Fort Wayne | IN | 10/2019 | 06/2024 |
| Raymond James & Associates, Inc. | Fort Wayne | IN | 06/2024 | Present |
(1) Name of Business: Emmanuel Lutheran Church Address: 917 West Jefferson Blvd., Fort Wayne, IN, 46802, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: No Start Date: 01/01/1990 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend monthly meetings to review budget, income needs, capital needs etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-10 |
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