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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-26 |
Branch Locations
111 E. 4Th Street Suite 222, Alton, IL 62002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trill Properties Llc | Alton | IL | 06/2020 | 09/2021 |
| Rexencore Llc | Alton | IL | 09/2021 | 08/2024 |
| Confluence Wealth Management | Alton | IL | 08/2024 | Present |
| Marquette Catholic High School, Lindenwood University | Alton | IL | 11/2014 | 06/2020 |
| Raymond James Financial Services, Inc. | Alton | IL | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Alton | IL | 06/2025 | Present |
(1) Name of Business: Address: 11433 Olde Cabin Rd, St Louis, MO, 63141, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/08/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Coordinate & facilitate insurance policy placement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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