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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-02-11
TX RA APPROVED 2019-02-11
  • LA RA
    APPROVED
    Since 2019-02-11
  • TX RA
    APPROVED
    Since 2019-02-11

Branch Locations

1330 Lake Robbins Dr. Suite 220, The Woodlands, TX 77380 • 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 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
  • 05/2009 → 02/2019
    Morgan City, LA
  • 02/2019 → Present
    Raymond James Financial Services, Inc.
    Morgan City, LA
  • 02/2019 → Present
    Morgan City, LA
  • 07/2023 → Present
    Woodforest Wealth
    The Woodlands, TX
  • 07/2023 → Present
    Woodforest Financial Services, Inc
    The Woodlands, TX
  • 02/2019 → 07/2023
    Coastline Wealth Group
    Morgan City, LA
Previous Registrations
  • 2009-08-05 → 2019-02-14
    St Louis, MO
    Morgan City, LA
    Morgan City, LA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-31
  • S66 Uniform Combined State Law Examination
    2009-07-31
Other Names
  • Morgan Renee Manfre

View on SEC IAPD

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