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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yokel Group | Lubbock | TX | 11/2015 | 02/2017 |
| Lpl Financial Llc | Lubbock | TX | 04/2017 | 02/2024 |
| First Bank & Trust Lubbock | Lubbock | TX | 03/2017 | 01/2020 |
| Raymond James Financial Services, Inc. | Lubbock | TX | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lubbock | TX | 02/2024 | Present |
| Jsw Advisory Group, Llc | Lubbock | TX | 01/2020 | Present |
| Jm Watson, Llc | Lubbock | TX | 01/2020 | Present |
(1)Name of Business: JM Watson, LLC Address: 3405 22nd St Ste 202, Lubbock, TX, 79410-1348, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner LLC for tax purposes only. (2)Name of Business: JSW Advisory Group, LLC Address: 3405 22nd St Ste 202, Lubbock, TX, 79410-1348, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Full Partner 1/3 Ownership in Wealth Advisory practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-03 |
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