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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
Branch Locations
4720 S. Western Street Suite B, Amarillo, TX 79109 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Amarillo | TX | 05/2012 | 08/2017 |
| Lpl Financial, Llc | Amarillo | TX | 08/2017 | 05/2026 |
| Raymond James Financial Services, Inc. | Amarillo | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Amarillo | TX | 05/2026 | Present |
(1)Name of Business: A&B Office Building Address: 4720 S Western St Ste B, Amarillo, TX, 79109, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/22/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own the building with partner, Brenda Blakley (2)Name of Business: Allen Wealth Management Address: 4720 S Western St Ste B, Amarillo, TX, 79109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/25/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Own LLC Allen Wealth Management to do my business currently under LPL and will continue to use this name for Raymond James. I am the sole owner of this LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-07 |
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