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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
54 Sugar Creek Center Blvd Suite 300, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sugar Land | TX | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Sugar Land | TX | 08/2023 | Present |
| Fulmer Wealth Management Services Llc | Sugar Land | TX | 01/2024 | 02/2025 |
| Brighthawk Wealth Management Llc | Sugar Land | TX | 08/2023 | Present |
| Comerica Securities | Houston | TX | 12/1996 | 08/2023 |
(1) Name of Business: BrightHawk Wealth Management LLC Address: 54 Sugar Creek Center Blvd # 300, Sugar Land, TX, 77478-4064, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Founding Partner (2) Name of Business: Fulmer Wealth Management Services LLC Address: 54 Sugar Creek Center Blvd # 300, Sugar Land, TX, 77478-4064, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 10/15/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Distribution of fixed annuities and Universal Life policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-22 |
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