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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| IA | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 07/2016 | 01/2026 |
| Legacy Capital Partners | West Des Moines | IA | 07/2016 | 03/2021 |
| Raymond James Financial Services, Inc. | West Des Moines | IA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | West Des Moines | IA | 01/2026 | Present |
(1)Name of Business: Comport LLC Address: 214 5th St, West des Moines, IA, 50265-4718, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/05/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a building 50% each with Dan Porter and myself and rent to Two Oaks Wealth. (2)Name of Business: Two Oaks Wealth Address: 214 5th St, West des Moines, IA, 50265-4718, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/24/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Founder, Owner/Proprietor\nProvide a full array of financial services to our clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-04 |
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