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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-10-05 |
| TX | RA | APPROVED_RES | 2020-09-28 |
Branch Locations
201 Office Park Drive, Ste 175, Birmingham, AL 35223 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 03/2009 | 09/2020 |
| Raymond James Financial Services, Inc. | Birmingham | AL | 09/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Birmingham | AL | 09/2020 | Present |
(1) Name of Business: First Call Financial Address: 201 Office Park Dr Ste 175, Birmingham, AL, 35223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/27/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an owner and Financial Advisor. (2) Name of Business: GB Letson Farms, LLC Address: N/A, Birmingham, AL, N/A, United States Activity Type: Private Investment/Private Securities Transaction (PST) Position/Title: Investment Related: Yes Start Date: 11/30/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Nichols Test Prep Address: 105 Crestwood Drive, Birmingham, AL, 35213, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 07/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My wife bought her aunt's ACT Preparation and consulting business. I will not be an owner, but I will be involved in administration (at no compensation). I will also be held out to the public as an owner of the business (Mary Anna and David Malone have bought Faye Nichols ACT Prep, etc). My primary responsibility will be to support my wife, but I may end up teaching a class from time to time--again, with no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
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