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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2022-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Huron | SD | 10/2016 | 01/2022 |
| Us Bank | Marshall | MN | 03/2012 | 09/2016 |
| Kirpatricks | Balaton | MN | 06/2014 | 09/2016 |
| Balaton Liquor Store | Balaton | MN | 06/2006 | 10/2016 |
| Raymond James Financial Services, Inc. | Huron | SD | 02/2022 | Present |
| Ryans Hangar Restaurant Address: | Huron | SD | 04/2019 | Present |
| Raymond James Financial Services Advisors, Inc | Huron | SD | 09/2022 | Present |
(1)Name of Business: Cornerstone Financial Solutions Address: 280 Dakota Ave S, Huron, SD, 57350-2022, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trades, Morningstar, Cash Reports, fees (2)Name of Business: Graber & Associates Address: 280 Dakota Ave S, Huron, SD, 57350-2022, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 08/09/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Graber & Associates is a 3rd party that we refer clients to for medicare, medicaid, LTC and other misc. insurance needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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