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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-18 |
Branch Locations
601 E. Jackson Street Suite C, Elcampo, TX 77437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | El Campo | TX | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | El Campo | TX | 08/2016 | Present |
| Croix Wealth Management (Dba) | Campo | TX | 08/2016 | Present |
| J.J. Croix | El Campo | TX | 08/2016 | Present |
(1)Name of Business: Croix Wealth Management Address: 601 E Jackson St Ste C, El Campo, TX, 77437, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/11/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: El Campo Little League Address: 303 West Norris, El Campo, TX, 77437, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary goals will be helping to organize the monthly board meetings and work with contractors to help repair the park. (3)Name of Business: J.J. Croix Address: 601 E Jackson St Ste C, El Campo, TX, 77437, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/12/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling fixed non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-07 |
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