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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nacogdoches | TX | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Nacogdoches | TX | 04/2017 | Present |
(1)Name of Business: Erwin - Wright Wealth Management Group Address: 201 E Main St, Nacogdoches, TX, 75961, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner (2)Name of Business: First Baptist Church Address: 411 North Street, Nacogdoches, TX, 75961, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/18/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in setting budget for the year. Monthly oversight of budget. (3)Name of Business: JH5T Address: 2650 CR 230, Nacogdoches, TX, 75961, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Partner Investment Related: Yes Start Date: 01/04/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA on the account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-17 |
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