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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-24 |
| SD | RA | APPROVED | 2018-03-20 |
Branch Locations
333 West Blvd Suite 302, Rapid City, SD 57702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rapid City | FL | 10/2017 | Present |
| Regional Health | Rapid City | SD | 03/2003 | 06/2017 |
| Unemployed | Rapid City | SD | 07/2017 | 09/2017 |
| Raymond James Financial Services Advisors Inc. | Rapid City | SD | 03/2018 | Present |
(1)Name of Business: Gateway Wealth Advisors Address: 333 West Blvd Ste 302, Rapid City, SD, 57701, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are rebranding ourselves a bit and are will list both Gateway Wealth Advisors and Raymond James in correspondence and interactions with clients and the public. We are a partnership, sharing the same clients. (2)Name of Business: Sagewood LLP Address: 546 Enchanted Pines Dr, Rapid City, SD, 57701, United States Activity Type: Rental Real Estate Position/Title: Officer - Treasurer, Partner, Owner/Proprietor Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I bought a rental complex with 27 units. My husband will be the primary operator. I will help with some of the accounting and financial parts of the business, as needed. Neither will receive employment income. We plan to leave it as an LLC with pass through income to our tax return. (3)Name of Business: Your Best Wealth, LLC Address: 546 Enchanted Pines Drive, Rapid City, SD, 57701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was created to handle and document my revenue and expenses in my current work with RJFS. I do not plan to advertise or operate any differently
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-14 |
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