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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
7900 International Drive Suite 1035, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-27 |
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