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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-14 |
Branch Locations
300 W 3Rd St, Carthage, MO 64836 • United States
1000 E 32Nd St, Joplin, MO 64804 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arvest Wealth Management | Joplin | MO | 01/2018 | 06/2019 |
| Unemployed | Carl Junction | MO | 02/2016 | 01/2018 |
| Raymond James Financial Services, Inc. | Carthage | MO | 01/2023 | Present |
| Unemployed | Carl Junction | MO | 07/2019 | 01/2023 |
| Raymond James Financial Services Advisors, Inc | Carthage | MO | 05/2023 | Present |
| Southwest Missouri Bank | Carthage | MO | 03/2023 | Present |
| Investment Services-A Division Of Southwest Missouri Bank | Carthage | MO | 03/2023 | Present |
(1)Name of Business: CARL JUNCTION SCHOOL BOARD Address: 201 S Roney St, Carl Junction, MO, 64834, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 05/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: President of Carl Junction School Board handling duties of school board. (2)Name of Business: Investment Services-A Division of Southwest Missouri Bank Address: 300 W 3rd St, Carthage, MO, 64836-1734, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide investment services for bank customres (3)Name of Business: Southwest Missouri Bank Address: 300 W 3rd St, Carthage, MO, 64836-1734, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide investment services to bank customres
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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