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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-24 |
| MN | RA | APPROVED | 2013-12-23 |
Branch Locations
3340 Northdale Boulevard Nw Suite 110, Coon Rapids, MN 55448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Coon Rapids | MN | 07/2002 | Present |
| Raymond James Financial Services Advisors, Inc. | Coon Rapids | MN | 01/2009 | Present |
| Forest Lake School District | Forest Lake | MN | 08/2018 | Present |
| Forest Lake School District | Forest Lake | MN | 08/2018 | 10/2022 |
(1) Name of Business: Address: 47 2nd ave ne, Forest lake, MN, 55025, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/23/2006 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 3 Rental Properties,6 Units total (2) Name of Business: Forest Lake Area Good Samaritans Address: 47 2nd ave ne, Forest Lake, MN, 55025, United States Activity Type: Non profit Position/Title: Board Member, Founder, Advisory Board, Officer - President Investment Related: Yes Start Date: 08/21/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Monthly Meetings, helping facilitate random acts of kindness in our community for residents who need some help.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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