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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Investment Professionals Inc. | San Antonio | TX | 12/2013 | 11/2017 |
| Jd Mellberg Financial | San Antonio | TX | 11/2017 | 03/2020 |
| Unemployed | San Antonio | TX | 03/2020 | 10/2020 |
| The Lotter Group | Newport Beach | CA | 11/2020 | 07/2021 |
| Carmax | Castle Hills | TX | 11/2020 | 02/2022 |
| Quility | Castle Hills | TX | 08/2021 | 02/2022 |
| Selectquote | Castle Hills | TX | 02/2022 | 05/2022 |
| Nationwide Investment Services Corporation | Columbus | OH | 05/2022 | 01/2026 |
| Nationwide Investment Advisors Llc. | Columbus | OH | 07/2022 | 01/2026 |
| Security Service Federal Credit Union | Windcrest | TX | 01/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Windcrest | TX | 01/2026 | Present |
(1)Name of Business: Security Service Investment Group Address: 4910 Windsor HI, Windcrest, TX, 78239-2431, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company to Raymond James employment activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-29 |
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