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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2001 | 10/2025 |
| Raymond James Financial Services Inc. | Abilene | TX | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Abilene | TX | 10/2025 | Present |
(1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 08/24/2025 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Facilitate the monthly loan payments. (2) Name of Business: Daddymac & CiCi Property, LLC Address: 2303 S Danville Dr, Abilene, TX, 79605-6412, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/03/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC that owns office building and old EJ office building (3) Name of Business: NexAnnuity Address: 2303 S Danville Dr, Abilene, TX, 79605-6412, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/21/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Will review website and application with the client discussing the risks, withdrawal schedule, penalties if applicable, and do maintenance on the policy as needed. (4) Name of Business: Sipe Legacy Advisors LLC Address: 2303 S Danville Dr, Abilene, TX, 79605-6412, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 10/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the Owner and Founder of Sipe Legacy Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-17 |
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