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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Ok Army National Guard | El Reno | OK | 11/1995 | Present |
| Raymond James Financial Services | Oklahoma City | OK | 05/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Oklahoma City | OK | 01/2009 | Present |
| Referee | Several | OK | 08/2017 | Present |
| Bass Investment Group | Edmond | OK | 10/2013 | Present |
(1)Name of Business: AAMS R BLessings LLC Address: 2964 Via Esperanza, Edmond, OK, 73013, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To manage the office building that my firm is a tenant (2)Name of Business: Bass Investment Group Address: 2964 Via Esperanza, Edmond, OK, 73013, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/02/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Owner/Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
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