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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
3838 Oak Lawn Avenue Suite 1420, Dalas, TX 75219 • United States
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 & Associates, Inc. | Dallas | TX | 02/2013 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 05/2019 | Present |
| Raymond James Financial Services, Inc. | Dallas | TX | 05/2019 | Present |
| Bordelon Capital Wealth Management | Dallas | TX | 05/2019 | Present |
(1)Name of Business: Bordelon Capital Wealth Management Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75209, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/28/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA Owner Financial Advisor for RJFS. This is my support company. (2)Name of Business: Lockton Affinity Address: 3838 Oak Lawn Ave, Dallas, TX, 75219, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: life insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-18 |
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