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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
| KS | RA | APPROVED | 2021-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rice County Sheriff's Office | Lyons | KS | 12/2013 | 06/2017 |
| Edward Jones | Lyons | KS | 09/2017 | 06/2020 |
| Raymond James Financial Services, Inc | Lyons | KS | 06/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lyons | KS | 06/2021 | Present |
(1)Name of Business: Prairie Sky Health and Tax Consultants Address: 215 W Commercial St, Lyons, KS, 67554, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 03/25/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Medicare/MAPD/MA/Med Supp/ Health Insurance enrollments (2)Name of Business: Prairie Sky Health and Tax Consultants Address: 215 W Commercial, Lyons, KS, 67554, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 04/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Enrolling clients into Medicare Supplements, MA, MAPD, PDP, or pre 65 health insurance. (3)Name of Business: Salt Creek Wealth Advisors Address: 121 W Main St, Lyons, KS, 67554-1927, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planner\nGeneral office duties\nClient Meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-10 |
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