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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-24 |
| MN | RA | APPROVED | 2014-01-23 |
Branch Locations
1905 East Wayzata Boulevard Suite 155, Wayzata, MN 55391 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Wayzata | MN | 08/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Wayzata | MN | 08/2003 | Present |
| Trustee | Wayzata | MN | 12/1991 | Present |
(1)Name of Business: GPS Capital Management, LLC Address: 1905 Wayzata Blvd Ste 155, Wayzata, MN, 55391, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner (2)Name of Business: North Shore Capital Management Address: 1905 Wayzata Blvd Ste 155, Wayzata, MN, 55391, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-25 |
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