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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Waco | TX | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Waco | TX | 06/2009 | Present |
| Duvall Mac Talent | Waco | TX | 05/2025 | Present |
(1)Name of Business: Dietz Financial Services, LLC Address: 5400 Bosque Blvd Ste 300, Waco, TX, 76710, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/30/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Investment Advisor, Registered Principal (Branch Manager), and Investment Management practice through Raymond James (2)Name of Business: Fidelity Bank of Texas Address: 1901 W. Lake Shore Drive, Waco, TX, 76708, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board of Directors of the bank (not of the holding company) (3)Name of Business: McLennan County Republican Party Endowment Address: Wherever we meet twice a year (restaurant, etc.), Waco, TX, 76710, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: No Start Date: 01/12/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1 of 6 trustees comprising the Board of Managers, tasked with the oversight of the endowment fund and distributions to its beneficiaries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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