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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-11 |
| OK | RA | APPROVED | 2012-10-18 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ponca City | OK | 10/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Ponca City | OK | 10/2012 | Present |
(1)Name of Business: First Baptist Church, Arkansas City, KS Address: 220 E Central , Arkansas City, KS, 67005, United States Activity Type: Religious Position/Title: Pastor Investment Related: No Start Date: 03/08/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide pulpit teaching on a weekly basis. Sundays Only (2)Name of Business: Harbor Wealth Management LLC Address: 102 S 5th, Ponca City, OK, 74601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor - Owner - Member - Office Manager (3)Name of Business: Rusty Gate Farms LLC Address: 793 S McCord Rd, Ponca City, OK, 74604, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 08/02/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Member - Hobby turning into a business.\nTaking care of livestock, getting them to market.\n (4)Name of Business: Santa Searle LLC Address: 793 S MCCORD RD, PONCA CITY, OK, 74604, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Professional Santa - Private parties - Public appearances - Parades, etc. (5)Name of Business: Searle Properties LLC Address: 793 S McCord Rd, Ponca City, OK, 74604, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-09 |
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