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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-04 |
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Edina | MN | 07/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Edina | MN | 01/2009 | Present |
| Greatwestern Bank | Bloomington | MN | 06/2016 | 08/2017 |
| Northstar Asset Management | Bloomington | MN | 10/2017 | Present |
NorthStar Asset Management - Bloomington, MN Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Independent Contractor Investment Related:No Start Date: 10/16/2017 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 120 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-19 |
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