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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-02 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Spring | TX | 04/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Spring | TX | 01/2009 | Present |
| Crossbridge Wealth Strategies, Llc | Spring | TX | 12/2009 | Present |
| Montgomery County Esd #10 | Magnolia | TX | 01/2009 | 04/2017 |
| Chats, Llc | Magnolia | TX | 01/2010 | 03/2020 |
(1)Name of Business: Address: 1716 Briarcrest Dr Ste 730, Bryan, TX, 77802, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/09/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent in the sale of term insurance to clients (2)Name of Business: Crossbridge Wealth Strategies, LLC Address: 1716 Briarcrest Dr Ste 730, Bryan, TX, 77802, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/09/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the use of a dual entity (Crossbridge Wealth Strategies, LLC). (3)Name of Business: Dwight W. Arnold, CPA, P.C. Address: 1716 Briarcrest Dr Ste 730, Bryan, TX, 77802, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CPA tax practice. (4)Name of Business: TSP, LLC Address: 3336 Sycamore Trl, Bryan, TX, 77807, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/12/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the LLC that owns the office building in which my branch previously resided, until April, 2017. In 2017, I moved my practice out of the building, but I still have an ownership in TSP, LLC, which owns the building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-27 |
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