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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2012-08-08 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
2020 West Cuthbert Avenue, Midland, TX 79701-5728 • 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, Inc | Midland | TX | 07/2001 | Present |
| Lp | Midland | TX | 07/2001 | 01/2026 |
| Raymond James Financial Services Advisors, Inc | Midland | TX | 12/2002 | Present |
(1) 73 Hidden Lane, LP 73 Hidden Lane , Snowmass Village, CO, 81615, Real Estate Brokerage/ Agent or Development P/T: Other, Partner Investment Related: No 05/15/2006 HPM: 0-1 HPM TH: 0-1 DOD: 1/4 Dimitri Lake & Ranch Properties LP (Van & Donna Pearcy), 1/4 Dr. Charles Younger, 1/4 former US Sec. of Commerce Don Evans, 1/8 Jack Harper/Dan Hord (HedLoc) & 1/8 Frances Younger - all close friends & clients own Snowmass/Aspen ski home together. (2) Dimitri Lake & Ranch Properties, LP 2020 W Cuthbert Ave, Midland, TX, 79701, Business Owner P/T: Partner Investment Related: Yes 03/21/2011 HPM: 0-1 HPM TH: 0-1 DOD:Partner with wife 49.5%/49.5% - own office building & bldg. next door to utilize for RJFS operation. Will operate out of 0.90, and lease the other 0.10 to barber & massage therapy business. The remainder of not-owned building that co-joined office with Dentists operates under JHY Plaza. (3) Dimitri Lake & Ranch Properties, LP 2302 Texland Cir, Midland, TX, 79705, Personal/Private Investment P/T: Investment Related: Yes 10/01/2004 HPM: 0-1 HPM TH: 0-1 DOD: (4) Dimitri Lake & Ranch Properties, LP 2302 Texland Cir, Midland, TX, 79705, Business Owner P/T: Partner Investment Related: Yes 08/01/2001 HPM: 2-10 HPM TH: 0-1 DOD: To purchase / sell Antique Car Collection (5) PAR Cattle Mgmt Co., LLC 17796 FM 1602, Hico, TX, 76457, Agriculture/Farming P/T: Officer - President Investment Related: No 01/01/2023 HPM: 0-1 HPM TH: 0-1 DOD: Overseeing the contract salesperson in charge of selling our registered Angus beef to the beef buying public via processing through a USDA processing plant in Evant, Texas. (6) Pearcy Angus Ranch, LLC 17796 CR 1602, Hico, TX, 76457, Agriculture/Farming P/T: Officer - CEO Investment Related: No 01/01/2016 HPM: 41-80 HPM TH: 21-40 DOD: Registered seed stock Black Angus cattle producer, and farming activities for cattle feed. (7) POG Resources, LLC 2302 Texland Cir, Midland, TX, 79705, Personal/Private Investment P/T: Officer - President Investment Related: Yes 01/01/2014 HPM: 0-1 HPM TH: 0-1 DOD: FLP utilizing the POG LLC was used to invest in passive oil & gas private offerings. These have been liquidated. Today, POG holds ownership of shares in NetJet ownership. (8) Vadonna, LLC 2302 Texland Circle, Midland, TX, 79705, Business Owner P/T: Officer - President Investment Related: Yes 10/06/2004 HPM: 2-10 HPM TH: 0-1 DOD: Acting as the GP of my families Family Limited Partnership (FLP). The FLP holds all my investments, office building, antique car collection... My wife, Donna, and I make all the decisions in regard to our holdings in our FLP as both 50/50 General Partners. (9) Van Pearcy Financial 2020 W Cuthbert, Midland, TX, 79701, Non-variable Insurance P/T: Broker Investment Related: Yes 11/12/2010 HPM: 0-1 HPM TH: 0-1 DOD: Fixed Life Ins. - UL - Term Life (10) Van Pearcy's Wealth Services Team 2020 W Cuthbert Ave, Midland, TX, 79701-5728, Support Company - Owner P/T: Officer - CEO Investment Related: No 10/13/2008 HPM: 81+ HPM TH: 41+ DOD: Branch Mgr/Financial Advisor for Raymond James.\n"Van Pearcy's Wealth Services Team" is the DBA name operating under the LP entity of "Van Pearcy Financial Services, LP." (11) Pearcy Angus Ranch, Llc 2020 West Cuthbert Midland, TX 79701, Hico, TX, 76457. Officer - CEO I/R: No 04/16/2012 HPM: 21-40 TH: 11-20 DOD: President/Owner- Decision making, planning & physical labor operating Registered Black Angus Cattle operation (12) ViP Partners & Family Office, LLC 2020 W Cuthbert Ave, Midland, TX, 79701-5728, Support Company - Owner Position/Title: Officer - President I/R No 01/01/2026HPM: 41-80 HPM TH: 41+ Duties: This is the new business entity that was established for RJFS to deposit payroll bi-monthly from RJ business. I am the branch mgr. and financial advisor of the practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-16 |
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