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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-30 |
Branch Locations
1210 North Center, Bonham, TX 75418 • United States
231 W. Main St Suite 105, Denison, TX 75021 • United States
Gunter, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Richardson | TX | 10/2009 | 08/2019 |
| Raymond James Financial Services, Inc. | Bonham | TX | 08/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Bonham | TX | 08/2019 | Present |
| Bahn Wealth Management | Bonham | TX | 08/2019 | Present |
(1)Name of Business: BAHN Wealth Management Address: 1210 N Center St, Bonham, TX, 75418, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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