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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
| TX | RA | APPROVED_RES | 2012-03-29 |
Branch Locations
8200 Tower 5600 W. 83Rd Street, Suite 560, Bloomington, MN 55437 • United States
Bloomington, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Eden Prairie | MN | 01/1992 | Present |
| Newman Financial Long Term Care | Bloomington | MN | 05/2010 | 02/2023 |
| Raymond James Financial Services Advisors, Inc | Bloomington | MN | 03/2012 | Present |
| Park Avenue United Methodist Church | Minneapolis | MN | 01/2015 | 06/2021 |
| Mcnellis, Brown & Asato, Inc | Bloomington | MN | 07/2012 | 10/2023 |
(1)Name of Business: Diversified Brokerage Services Address: 3600 W American Boulevard Suite 775, Bloomington, MN, 55431, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 08/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: life insurance brokerage through multiple companies available in their prevue of services including multiple carrier underwriting review and advanced case design including Lincoln National, Prudential , Principal (2)Name of Business: K. L. Brown & Asociates, Ltd. Address: 3600 W American Boulevard STE 775, Bloomington, MN, 55431, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/03/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: s corp for business\nThis is a MN Corp registered with the Minnesota Secretary of State
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-09-23 |
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