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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-26 |
| NV | RA | APPROVED | 2018-01-05 |
Branch Locations
9205 W. Russell Road, Suite 240, Las Vegas, NV 89148 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James & Associates | Newport Beach | CA | 11/2014 | 12/2017 |
| Raymond James Financial Services, Inc. | Las Vegas | NV | 12/2017 | Present |
| Raymond James Financial Services Advisors, Inc. | Las Vegas | NV | 12/2017 | Present |
| Tellez Wealth Management | Las Vegas | NV | 12/2017 | Present |
(1)Name of Business: Tellez Wealth Management Address: 9205 W Russell Rd Ste 240, Las Vegas, NV, 89148, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/08/2017 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: Tellez Wealth Management Address: 9205 W Russell Rd Ste 240, Las Vegas, NV, 89148-1425, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 05/06/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: FA working with insurance brokerage firm to select best policy for client
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-18 |
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