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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
1619 E Common St Ste 203, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | Seguin | TX | 08/2008 | 09/2018 |
| Ameriprise Financial Services, Llc | Schertz | TX | 06/2018 | 05/2025 |
| Raymond James Financial Services Inc. | New Braunfels | TX | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | New Braunfels | TX | 05/2025 | Present |
(1)Name of Business: Outdoor Lifestyle Strategies Address: 1619 E Common St Ste 203, New Braunfels, TX, 78130-3454, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Springs Wealth Group Address: 1619 E Common St Ste 203, New Braunfels, TX, 78130-3454, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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