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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-06 |
Branch Locations
1250 S. Capital Of Texas Hwy Bldg 1 - Suite 101, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Tyler | TX | 01/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Tyler | TX | 10/2014 | Present |
| Southside Bank | Austin | TX | 08/2013 | Present |
(1)Name of Business: Boulter Consulting, Inc. Address: 6932 Fairfax Dr. #204, Arlington, VA, 22213, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 01/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will not have any responsibilities or make any decisions running this C-Corp. This is my father-in-law's company and due to attribution rules, he named me 1% owner. He and my brother-in-law will be running the business. (2)Name of Business: Southside Investment Services Address: 1250 S. Capital of Texas Hwy., Austin, TX, 78746, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James Financial Planner - support staff for all branch 5PF advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-04 |
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