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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Houston | TX | 02/2016 | 12/2018 |
| Amegy Bank | Houston | TX | 02/2016 | 12/2018 |
| Centric Advisors, Llc (Formerly Majors & Mondragon, Llc) | Houston | TX | 12/2018 | 02/2023 |
| Amegy Wealth Advisors | Houston | TX | 02/2016 | 12/2018 |
| Raymond James Financial Services, Inc. | Houston | TX | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 02/2023 | Present |
| First Community Credit Union | Houston | TX | 02/2023 | Present |
| N/A | Houston | TX | 04/2023 | 06/2023 |
| First Community Wealth Advisors | Houston | TX | 02/2023 | Present |
(1)Name of Business: First Community Credit Union Address: 9100 Westview Dr, Houston, TX, 77055-6420, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/21/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: First Community Wealth Advisors Address: 9100 Westview Dr, Houston, TX, 77055-6420, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/21/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-11 |
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