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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Anchorage | AK | 07/1998 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Anchorage | AK | 02/2025 | Present |
| Raymond James Financial Services, Inc. | Anchorage | AK | 02/2025 | Present |
| Biss Financial Planning | Anchorage | AK | 02/2025 | Present |
(1)Name of Business: Address: 20537 N bustos way, Maricopa, AZ, 85138, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/13/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A vacation house my wife puts on VRBO. (2)Name of Business: LMB Wealth Advisors Address: 3401 Denali St Ste 103, Anchorage, AK, 99503-4001, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 03/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Part owner of the DBA for the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
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