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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 02/2023 | 10/2025 |
| Universal Pediatrics | Sioux Falls | SD | 04/2022 | 12/2022 |
| Sanford Health | Sioux Falls | SD | 12/2019 | 03/2022 |
| Field Works | Sioux Falls | SD | 08/2019 | 11/2019 |
| Gpac | Sioux Falls | SD | 05/2019 | 08/2019 |
| Red Roof Inn | Vermillion | SD | 08/2017 | 04/2019 |
| Bluffs Golf Course | Vermillion | SD | 06/2015 | 08/2017 |
| Mwa Financial Services Inc. | Rock Island | IL | 09/2023 | 12/2024 |
| Raymond James Financial Services, Inc. | Sioux Falls | SD | 10/2025 | Present |
| University Of South Dakota | Vermillion | SD | 05/2015 | 05/2019 |
| Security Wealth Management | Sioux Falls | SD | 08/2025 | 01/2026 |
| Security Savings Bank | Sioux Falls | SD | 08/2025 | 01/2026 |
| Austads Golf | Sioux Falls | SD | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Sioux Falls | SD | 01/2026 | Present |
(1)Name of Business: Security Savings Bank Address: 2331 E 10th St, Sioux Falls, SD, 57103-1914, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/08/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Will provide Financial Advising services by placing solicited and unsolicited orders, and will provide financial planning and educations services offered through Raymond James. (2)Name of Business: Security Wealth Management Address: 2331 E 10th St, Sioux Falls, SD, 57103-1914, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work as a Financial Advisor and receive solicited and unsolicited orders, as well as provide financial guidance and provide education on different products offered through Raymond James not investment related Sioux Falls, SD Retail store Employee start date: 07/2024 20-32 hrs per month 0 during trading hours Assist on the floor with answering customer questions as it relates to golf equipment, fitting customers into new golf clubs , working behind the register and all other day to day activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-02 |
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