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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-15 |
| AR | RA | APPROVED | 2015-02-18 |
Branch Locations
101 N 11Th St Suite 255, Fort Smith, AR 72901 • United States
3614 W Southern Hills Blvd Suite 101, Rogers, AR 72758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rogers | AR | 02/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Rogers | AR | 02/2015 | Present |
| Wilson Coker Wealth Advisors, Llc | Rogers | AR | 02/2015 | Present |
| Wilson Coker Peterman Group | Camden | AR | 07/2024 | Present |
(1)Name of Business: MCE, LLC Address: 3614 W Southern Hills Blvd, Rogers, AR, 72758, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/04/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member (2)Name of Business: Wilson Coker Meyers LLC Address: 3614 W Southern Hills Blvd, Suite 101, Rogers, AR, 72758, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 04/18/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am one of 3 equal owners in this LLC. The other 2 are Kevin H Wilson and Daniel Meyers. I am responsible for the administration and accounting of this business entity. (3)Name of Business: Wilson Coker Wealth Advisors LLC Address: 3614 W Southern Hills Blvd, Suite 101, Rogers, AR, 72758, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/16/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am 50% owner of this business. Kevin Wilson and I run our wealth management practice with this business. I act as branch manager for this business affiliated with RJFS. (4) Wilson Coker Peterman Group, 1325 Highway 278 Bypass, Camden, AR, 72758, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date:07/15/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: This is a DBA registered in the state of Arkansas to support Wilson Coker Meyers LLC. Wilson Coker Meyers LLC is also registered as OBA with Raymond James. Book 2K6P revenue at Raymond James flows up to Wilson Coker Meyers LLC and now DBA, Wilson Coker Peterman. I personally am a 28.33% owner in this company and handle CFO responsibilities as well.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
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