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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 11/2015 | Present |
| Southern Methodist University | Dallas | TX | 09/2019 | Present |
(1) Name of Business: Cadent Capital, LLC Address: 105 Decker CT, Irving, TX, 75062, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Manager and co-Branch Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
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