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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-03 |
| MN | RA | APPROVED | 2021-05-25 |
Branch Locations
60 S. 6Th Street Suite 3510, Minneapolis, MN 55402 • United States
White Bear Lake, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 07/2006 | 05/2021 |
| Bank Of America,N.A. | Stillwater | MN | 06/2011 | 05/2021 |
| Raymond James & Associates, Inc | Minneapolis | MN | 05/2021 | Present |
I*27691 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LAKEVIEW FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: STILLWATER, MINNESOTA 55082 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 9/1/2010 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: DIRECTOR/BOARD MEMBER THE LAKEVIEW FOUNDATION THROUGH PHILANTHROPY DEVELOPS RESOURCES TO IDENTIFY AND SUPPORT INITIATIVES THAT ENABLE THE LAKEVIEW HEALTH SYSTEM TO FULFILL ITS MISSION â TO PROMOTE AND SPONSOR SUPERIOR HEALTH AND WELLNESS SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-03 |
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