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12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-04-08 |
Branch Locations
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-04 |
Branch Locations
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Dallas | TX | 10/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2011 | Present |
(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company/DBA - Owner Position/Title: :J. Tyler Russell Wealth Management LLC is one third owner of Carter Financial Management Investment. Chief Executive Officer Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a support company and how we do business as in relation to our letterhead, stationery, website and this is how I do business in my role as a registered representative of Raymond James Financial Services. I have leadership and management responsibilities associated with this role. (2) Name of Business: J Tyler Russell Wealth Management LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Owner Position/Title: Owner/Shareholder. Investment Related: No Start Date: 03/31/2026. Hours per month devoted to this business: 10-20 Hours per month devoted to this business during trading hours: 5-10 Description of duties: This is a S Corporation entity and limits my liability. Sole Owner of this LLC. This LLC is a one third owner of Carter Advisory Services, effective 03/31/2026. (3) Name of Business: BCFM Services, LP Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company Position/Title: J Tyler Russell Wealth Management LLC is a one third owner and limited partner of BCFM Services L.P. Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited Partner, management of business finances. (4) Name of Business: Carter Wealth Enterprises LLC Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Owner Position: J Tyler Russell Wealth Management LLC has a one third ownership of Carter Wealth Enterprises (the general partner of BCFM Services L.P.). Investment Related: No. Start Date: 03/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: limits liability. (5) Cub Scout Pack 751 Richardson, TX United States Activity Type: Non-Profit Position/Title: Committee Chairman Investment Related: No. Start Date: 08/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the other volunteers that plan pack activities, camp outs, pinewood derby races, etc. Organize and hold the other volunteers accountable to their positions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-10 |
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