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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Hamilton | TX | 09/2015 | 01/2017 |
| Cwm, Llc (Carson Wealth Management, Llc) | Omaha | NE | 09/2015 | 02/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 02/2020 |
| Raymond James Financial Services, Inc. | Hamilton | TX | 02/2020 | Present |
| Carson Institutional Alliance | Hamilton | TX | 09/2015 | 02/2020 |
| Raymond James Financial Services Advisors, Inc. | Hamilton | TX | 02/2020 | Present |
1) Name of Business: Oak Crest Insurance Agency Address: 110 N Bell St, Hamilton, TX, 76531-1906, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/04/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent (2) Name of Business: Pecan Creek Outfitters, LLC Address: 108 E Henry, Hamilton, TX, 76531, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Managing Member. My Husband and my daughter run the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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