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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 2017-03-09
  • TX RA
    APPROVED
    Since 2017-03-09

Branch Locations

1833 West Hunt Street - Bldg B. Suite 201, Mckinney, TX 75069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2007 02/2017
Raymond James Financial Services, Inc. Mckinney TX 02/2017 Present
Raymond James Financial Services Advisors Inc. Mckinney TX 03/2017 Present
Holiman Llc Mckinney TX 06/2016 Present
Previous Registrations
  • 2007-03-26 → 2017-03-03
    St Louis, MO
    Allen, TX
    Mckinney, TX
Other Businesses

(1)Name of Business: Cole Address: 1833 West Hunt Street - Bldg B., McKinney, TX, 75069, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My Mother has recently been diagnosed with [REDACTED]. We are taking her off of her trust and adding my Father and my self as independent co trustee's. (2)Name of Business: Cole Wealth Management Address: 1833 W Hunt St Bldg B Ste 201, McKinney, TX, 75069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 81+ Description of duties: I'm the Branch Manager and Financial advisor (3)Name of Business: Holiman LLC Address: 1833 W Hunt St Bldg B Ste 201, McKinney, TX, 75069, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I collect rents, pay the mortgage, and make sure the bills are paid.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-08
  • S66 Uniform Combined State Law Examination
    2007-03-08

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