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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
711 Broadway St Ste 126, San Antonio, TX 78215 • United States
1112 Eikel Street, New Braunfels, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2011 | 09/2025 |
| Raymond James Financial Services Inc. | San Antonio | TX | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 09/2025 | Present |
| Ingenuity Financial Services | San Antonio | TX | 05/2011 | Present |
(1)Name of Business: Address: 2127 W. Woodlawn, San Antonio , TX, 78201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property management, and loan servicing. Meaning the loan is in my name and I make sure it gets paid.\n\nMy wife is the main manager. (2)Name of Business: Ingenuity Financial Services Address: 711 Broadway St Ste 126, San Antonio, TX, 78215-1834, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advice and Investment Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-29 |
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