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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-03-13 |
Branch Locations
5219 City Bank Parkway Suite 120, Lubbock, TX 79407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lubbock | TX | 03/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Lubbock | TX | 03/2012 | Present |
| City Bank Wealth Management Dba | Lubbock | TX | 03/2012 | Present |
| City Bank | Lubbock | TX | 03/2012 | Present |
(1)Name of Business: City Bank Wealth Management dba Address: 5219 City Bank Parkway, Lubbock, TX, 79407, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2012 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I hold title of Private Banker. I am a relationship manager, assisting bank customers with their deposit and credit needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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