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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | TEMPREG | 2026-08-31 |
Branch Locations
1625 W Price Rd Ste B2, Brownsville, TX 78520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brownsville | TX | 10/2009 | 11/2017 |
| Bank Of America, Na | Brownsville | TX | 12/2009 | 11/2017 |
| Raymond James & Associates, Inc | Mcallen | TX | 11/2017 | 08/2026 |
| Raymond James Financial Services, Inc. | Brownsville | TX | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Brownsville | TX | 08/2026 | Present |
(1)Name of Business: The Legends Holding LLC Address: 85 Cortez Ave, Rancho Viejo, TX, 78575, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Martha P. Rodriguez, is a partner in the business: 50%. (2)Name of Business: Town of Rancho Viejo, Texas Address: 3301 Carmen Avenue, Rancho Viejo, TX, 78575, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 06/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Rovia Private Wealth LLC; not investment related; Brownsville, TX; DBA/support company; Advisor; Started 08/2026; 0hrs/month; 0hrs/month during trading hours; Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-23 |
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