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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| MO | RA | APPROVED | 2009-01-02 |
Branch Locations
718 North Pine Street, Rolla, MO 65401 • United States
Saint James, MO • 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 |
|---|---|---|---|---|
| Phelps County Bank | Rolla | MO | 09/2001 | Present |
| Raymond James Financial Services, Inc. | Rolla | MO | 11/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Rolla | MO | 01/2009 | Present |
| St. James Caring Center | St. James | MO | 01/2015 | Present |
(1)Name of Business: Phelps County Bank Investment Center Address: 718 N Pine St, Rolla, MO, 65401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2001 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager; Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-08 |
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