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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-20 |
Branch Locations
5219 City Bank Parkway Suite 120, Lubbock, TX 79407 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Lubbock | TX | 02/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Lubbock | TX | 02/2013 | Present |
| City Bank | Lubbock | TX | 02/2013 | Present |
| City Bank Wealth Management Dba | Lubbock | TX | 02/2013 | Present |
(1)Name of Business: City Bank Address: P O Box 5060, Lubbock, TX, 79407, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 02/15/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor networking with bankers to gain referrals. (2)Name of Business: City Bank Wealth Management DBA Address: 5219 City Bank Parkway, Lubbock, TX, 79407, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: YNo Start Date: 02/19/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJ FA - in a FID Branch/ employee of City Bank for insurance and benefit purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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