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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
2580 Foxfield Road Suite 102, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Charles | IL | 05/2003 | Present |
| Raymond James Financial Services Advisors, Inc | St. Charles | IL | 01/2009 | Present |
| Heritage Partners, Inc. | Saint Charles | IL | 07/2006 | Present |
| St. Charles Park District | St. Charles | IL | 01/2025 | Present |
(1)Name of Business: Heritage Partners, Inc. Address: 2580 Foxfield Rd Ste 102, Saint Charles, IL, 60175, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/25/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-16 |
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