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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-13 |
Branch Locations
2610 N. University Drive #101, Nacogdoches, TX 75965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Nacogdoches | TX | 02/2013 | Present |
(1) Name of Business: Flatwood Properties LLC Address: 544 County Road 839, Nacogdoches, TX, 75964, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/07/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: With my husband, we own 160 acres of timberland. (2) Name of Business: WBF, LLC Address: 2610 North University Drive, Nacogdoches, TX, 75965-2904, United States Activity Type: Business Owner Position/Title: Other, Partner Investment Related: No Start Date: 01/02/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC will be used as part of my employment with RJAS to hold assets beginning January 22, 2019 for our practice: The Monarch Group of Raymond James. My responsibilities will be as managing partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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