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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
5001 Spring Valley Rd Suite 250E, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Addison | TX | 01/2005 | 02/2022 |
| Commonwealth Financial Network | San Diego | CA | 02/2022 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2026 | Present |
(1)Name of Business: TEG Asset Managment LLC Address: 5001 Spring Valley Rd Ste 250E, Dallas, TX, 75244-8228, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 08/26/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner TEG Asset Managment, LLC\na private entity established to facilitate fixed insurance busienss as of 8/26/2021\n10% of time spent during business hours\nconducted at branch \nInvestment Related (2)Name of Business: TEG Wealth Advisors, LLC Address: 5001 Spring Valley Rd Ste 250E, Dallas, TX, 75244-8228, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/05/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, TEG Wealth Advisors, LLC\na private entity established to facilitate securities advisory and insurance business as of 1/5/2022\n100% of time spent during business hours\nConducted at branch\nInvestment Related Insurance Sales Investment-related Dallas, TX Insurance Sales Agent 01/2022 20 hours per month 8 hours during trading TEG Wealth Advisors 401K Investment-related Dallas, TX Retirement Plan Owner 01/2018 4 hours per month 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-04 |
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