Thomas Jude Montz

Current Employers

Employment History

• 08/1989 → 08/2021
  Compass Bank
  Birmingham, AL
• 10/2010 → 08/2021
  Bbva Wealth Solutions Inc.
  Mobile, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Mobile, AL
• 08/2000 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → 11/2021
  Pnc Investments
  Mobile, AL
• 11/2021 → 09/2023
  Smartbank
  Mobile, AL
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Mobile, AL
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Mobile, AL

Previous Registrations

• 2021-08-18 → 2021-11-16
  Pnc Wealth Management Llc
  Chickasaw, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Montgomery, AL
  Chickasaw, AL
  Mobile, AL
  Mobile, AL
• 2010-10-15 → 2021-08-17
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
  Mobile, AL
• 2010-04-07 → 2010-10-15
  St Johns Wealth Management
  Mobile, AL
• 2002-07-24 → 2010-03-16
  Bbva Compass Investment Solutions, Inc
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Chickasaw, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Eight Mile, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL
  Mobile, AL

Other Businesses

(1)Name of Business: Montz Wealth Management Group Address: 3704 Dauphin St, Mobile, AL, 36608-1725, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-06-17

Other Names

• Tom Montz
• Thomas Jude Montz