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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
14951 Dallas Pkwy Suite 820, Dallas, TX 75254 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Dallas | TX | 01/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2009 | Present |
| Military Installations | Dallas | TX | 04/2010 | Present |
| Smu Campus | Dallas | TX | 07/2010 | Present |
| N/A | Dallas | TX | 03/2010 | Present |
| Munn & Morris Financial Advisors | Dallas | TX | 10/2006 | Present |
| Southern Methodist University | Dallas | TN | 03/2010 | 12/2024 |
| Gulf Winds Credit Union | Pensacola | FL | 04/2016 | Present |
| Munn Gray & Associates, Inc. | Dallas | TX | 01/2023 | Present |
(1)Name of Business: Borden Hamman Insurance Agency Address: 14180 Dallas Parkway, Dallas, TX, 75254, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 03/15/2022 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 company is an insurance general agency and I will be referring non-investment related insurance product sales opportunities to them for a split of the insurance commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-01 |
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