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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-02-11 |
| TX | RA | APPROVED | 2019-02-11 |
Branch Locations
1330 Lake Robbins Dr. Suite 220, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Morgan City | LA | 05/2009 | 02/2019 |
| Raymond James Financial Services, Inc. | Morgan City | LA | 02/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Morgan City | LA | 02/2019 | Present |
| Woodforest Wealth | The Woodlands | TX | 07/2023 | Present |
| Woodforest Financial Services, Inc | The Woodlands | TX | 07/2023 | Present |
| Coastline Wealth Group | Morgan City | LA | 02/2019 | 07/2023 |
(1)Name of Business: Woodforest Financial Services, Inc Address: 1330 Lake Robbins Dr, The Woodlands , TX, 77380, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/01/2023 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'm an employee financial advisor with Woodforest Wealth Strategies that is affiliated with Woodforest Financial Services through the FID division (2)Name of Business: Woodforest Wealth Address: 1330 Lake Robbins Dr, The Woodlands, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2023 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'm a financial advisor. Woodforest Wealth Strategies is the dba used by Woodforest Financial Services in the FID division.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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