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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-03-27 |
Branch Locations
188 W Northern Lights Blvd. Suite 1210, Anchorage, AK 99503 • United States
9276 East Coho Circle Suite 102, Palmer, AK 99645 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage | AK | 01/2010 | 03/2024 |
| Bank Of America,Na | Anchorage | AK | 10/2010 | 03/2024 |
| Raymond James & Associates, Inc. | Anchorage | AK | 03/2024 | Present |
| Accu-Type Depositions | Anchorage | AK | 04/2024 | Present |
(1)Name of Business: Accu-Type Depositions Address: 16545 Southcliff Circle, Anchorage, AK, 99516, United States Activity Type: Part-Time Activity/Employment Position/Title: Bookkeeper Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Match up incoming checks with outstanding invoices, enter the amounts in Quicken along with the business expenses to give to the CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-05 |
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