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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-18
TX RA APPROVED 2025-08-18
  • MN RA
    APPROVED
    Since 2025-08-18
  • TX RA
    APPROVED
    Since 2025-08-18

Branch Locations

7900 International Drive Suite 1035, Bloomington, MN 55425 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Minneapolis MN 06/2015 05/2018
Lpl Financial, Llc Bloomington MN 04/2018 08/2025
Raymond James Financial Services, Inc. Bloomington MN 08/2025 Present
Raymond James Financial Services Advisors, Inc. Bloomington MN 08/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: Address: 7900 International Dr Ste 1035, Bloomington, MN, 55425-2460, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Non-Variable insurance including Term Life, Whole Life, Medicare, and Group Health Plans. (2)Name of Business: Endurance Wealth Management Address: 7900 International Dr Ste 1035, Bloomington, MN, 55425-2460, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 12/07/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA for Raymond James business. (3)Name of Business: EWM Tax, LLC Address: 7900 International Dr Ste 1035, Bloomington, MN, 55425-2460, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide Tax Preparation services, separate from investment services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-27
  • S66 Uniform Combined State Law Examination
    2018-07-27
Other Names
  • Coleman Kelly

View on SEC IAPD

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