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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank And Trust | Del Rio | TX | 02/2003 | Present |
| Raymond James Financial Services | Del Rio | TX | 12/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Del Rio | TX | 01/2009 | Present |
(1)Name of Business: Plumb Farm Address: 715 Alderete Ln, Del Rio, TX, 78840, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 04/01/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Small farm owner selling hay and raising goats (2)Name of Business: The Bank & Trust Address: 1200 Veterans Blvd, Del Rio, TX, 78840, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/01/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisor (3)Name of Business: Westex Investment Services Address: 1200 Veterans Blvd, Del Rio, TX, 78840-3972, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/20/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor with FID
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-28 |
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