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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-20 |
Branch Locations
115 Grand Avenue Suite 222, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Dallas | TX | 06/2011 | 08/2021 |
| Bank Of America, N.A. | Dallas | TX | 12/2011 | 08/2021 |
| Raymond James & Associates, Inc | Dallas | TX | 08/2021 | Present |
I*72149 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROSS VOLUNTEER ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: COLLEGE STATION, TEXAS 77842 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2014 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PAST PRESIDENT - RVA - BOD MEMBER I*72153 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GIG'EM CLUB OF NORTHEAST TARRANT COUNTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOUTHLAKE, TEXAS 76092 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 8/1/2013 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PAST PRESIDENT - VOTING MEMBER OF BOARD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-19 |
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