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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-09 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
Minneapolis, MN • United States
800 Nicollet Mall Suite 2500, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Minneapolis | MN | 01/1992 | Present |
| Raymond James Financial Services Advisors, Inc | Minneapolis | MN | 01/2009 | Present |
| Birch Cove Group, Ltd. | Minneapolis | MN | 03/2009 | Present |
| Collaborative Legacy Partners, Llc | Minneapolis | MN | 02/2014 | 04/2018 |
(1)Name of Business: Birch Cove Group, Ltd. Address: 800 Nicollet Mall Ste 2500, Minneapolis, MN, 55402, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 03/05/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Private Client Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-18 |
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