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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-25 |
Branch Locations
2203 Bell Street Suite 200, Amarillo, TX 79106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Happy State Bank | Amarillo | TX | 12/2007 | 04/2022 |
| Lpl Financial | Amarillo | TX | 01/2012 | 04/2022 |
| Raymond James Financial Services, Inc. | Amarillo | TX | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Amarillo | TX | 04/2022 | Present |
(1)Name of Business: Burnett Financial Services Address: 2203 Bell St Ste 200, Amarillo, TX, 79106-4519, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/25/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage client accounts, sales, manage branch operations. (2)Name of Business: Jon Burnett Financial Services LLC Address: 2203 Bell St Ste 200, Amarillo, TX, 79106-4519, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/25/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing client accounts, sales, business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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