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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-03

Branch Locations

1305 E. Nolana Avenue Suite A, Mcallen, TX 78504 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Mcallen TX 05/2009 09/2025
Collaborative Insight Mcallen TX 05/2009 01/2020
Raymond James Financial Services, Inc. Mcallen TX 09/2025 Present
Raymond James Financial Services Advisors, Inc. Mcallen TX 09/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: Insight Financial Health Address: 1305 E Nolana Ave Ste A, McAllen, TX, 78504-6115, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent branch owner and employee. (2)Name of Business: The Church of Jesus Christ of Latter-Day Saints Address: 5601 N 29th St, McAllen, TX, 78504, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 01/11/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voluntary assignment serving as counselor/assistant to the local Bishop/Pastor. Duties include helping Sunday and Wednesday services run smoothly, providing guidance to members of local congregation and supporting Bishop in his role of leading the congregation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-16
S63 Uniform Securities Agent State Law Examination 2005-07-07
  • S65 Uniform Investment Adviser Law Examination
    2008-12-16
  • S63 Uniform Securities Agent State Law Examination
    2005-07-07
Other Names
  • L Brant Wilson

View on SEC IAPD

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