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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-23 |
Branch Locations
880 Carillon Parkway, St.PEtersburg, FL 33733 • United States
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 | St. Petersburg | FL | 08/2009 | Present |
| Bremer Bank | Saint Louis Park | MN | 12/2007 | 05/2020 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2009 | Present |
| Spk Properties | Eagan | MN | 11/2009 | 07/2019 |
(1)Name of Business: BISA Address: 880 Carillon Pkwy Tower 3, Saint Petersburg, FL, 33716-1102, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 11/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We meet 4x per year to discuss and plan how the bank/credit union and broker-dealer organizations will work together.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-26 |
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