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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-17 |
Branch Locations
418 Peoples St Ste 505, Corpus Christi, TX 78401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Corpus Christi | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corpus Christi | TX | 11/2016 | 01/2019 |
| Raymond James Financial Services, Inc. | Corpus Christi | TX | 01/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Corpus Christi | TX | 01/2019 | Present |
| Mbm Partners Llc | Corpus Christi | TX | 02/2019 | Present |
(1)Name of Business: Coastal Bend Wealth Partners Address: 800 N Shoreline Blvd Ste 1350S, Corpus Christi, TX, 78401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/18/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner (2)Name of Business: MBM Partners LLC Address: 800 N Shoreline Blvd Ste 1350S, Corpus Christi, TX, 78401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: MBM is the LLC we formed to share expenses (office related) to our affiliation with RJFS. Formation was filed n our affiliation date 1/18/19 - We originally disclosed it as MMB Partners LLC but we had trouble getting an EIN - so MBM was used (3)Name of Business: Orcutt Investments C Corp Address: Flour Bluff Drive, Corpus Christi, TX, 78418, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 01/27/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Orcutt Investments is the holding company for my husbands automotive repair shop Orcutt Automotive. All I will be doing is contributing money to help fund the purchase of the lot/build out and start up.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-27 |
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