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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-08-16 |
| WA | RA | APPROVED | 2024-03-21 |
Branch Locations
417 Maple Ave, Snohomish, WA 98290 • United States
Kenai, AK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Everett | WA | 01/2005 | 05/2017 |
| Edward Jones | Everett | WA | 06/2017 | 03/2024 |
| Raymond James Financial Services, Inc. | Everett | WA | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Everett | WA | 03/2024 | Present |
(1)Name of Business: Address: 1515 Backwood Ave, Kenai, AK, 99611, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2)Name of Business: Wiese, Jan Address: 1515 Backwood Ave, Kenai, AK, 99611, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 03/20/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Normal responsibilities of an executor for my mother's estate. At this time I do not intend to take any compensation for this. I will update my OBA immediately if that changes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-29 |
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