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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
1305 E. Nolana Avenue Suite A, Mcallen, TX 78504 • 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 |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-07 |
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