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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2013-12-02 |
Branch Locations
101 North Main Avenue Suite 201, Sioux Falls, SD 57104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 11/2013 | Present |
| First Dakota National Bank | Sioux Falls | SD | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Sioux Falls | SD | 12/2013 | Present |
| Loft Advisors | Sioux Falls | SD | 11/2013 | Present |
(1)Name of Business: Loft Advisors Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/22/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advising (2)Name of Business: Sheldon Reese Foundation Address: 101 N Main Ave Ste 201, Sioux Falls, SD, 57104, United States Activity Type: Non profit Position/Title: Board Member, Officer - President Investment Related: Yes Start Date: 11/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board President, over see applications for charitable donations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-26 |
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