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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| IL | RA | APPROVED | 2012-11-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Manteno | IL | 03/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Manteno | IL | 11/2012 | Present |
| Homestar Bank | Manteno | IL | 02/2016 | 10/2019 |
| Midland States Bank | Manteno | IL | 10/2019 | Present |
(1) Name of Business: Midland Wealth Management Address: 303 Section Line Rd, Manteno, IL, 60950-1044, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor with RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-20 |
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