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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-15 |
Branch Locations
13835 Magnolia Way Suite A, Helotes, TX 78023 • 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 Financial Services, Inc. | Helotes | TX | 07/2021 | Present |
| Raymond James Financial Servies Advisors, Inc. | Helotes | TX | 07/2021 | Present |
| Dominion Wealth And Retirement | Helotes | TX | 07/2021 | Present |
| Oak Crest Advisors | Helotes | TX | 07/2021 | Present |
| Edward D. Jones | St Louis | MO | 10/2000 | 06/2021 |
(1)Name of Business: Dominion Wealth and Retirement Address: 14239 Old Bandera Rd , Helotes, TX, 78023-3936, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor (2)Name of Business: Oak Crest Advisors Address: 14239 Old Bandera Rd Ste A, Helotes, TX, 78023-3936, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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