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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-17 |
Branch Locations
1716 Briarcrest Drive Suite 730, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Bryan | TX | 08/2006 | 10/2017 |
| Raymond James Financial Services,Inc | College Station | TX | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | College Station | TX | 10/2017 | Present |
(1) Name of Business: Crossbridge Wealth Strategies, LLC Address: 1716 Briarcrest Dr Ste 730, Bryan, TX, 77802, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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