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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-22 |
| LA | RA | APPROVED | 2015-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Monroe | LA | 01/2015 | Present |
| Progresive Bank | Monroe | LA | 01/2015 | 08/2026 |
| Raymond James Financial Services Advisors Inc. | Monroe | LA | 01/2015 | Present |
| B1 Bank /B1 Wealth Solutions | Monroe | LA | 08/2026 | Present |
(1) Name of Business: B1 bank /B1 wealth solutions Address: 1411 N 19th St, Monroe, LA, 71201-4939, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/02/2026 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
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