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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-29 |
Branch Locations
2202 Timberloch Place Suite 110, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Conroe | TX | 07/2011 | 09/2019 |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 10/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 10/2019 | Present |
| Mclinden Financial Llc | The Woodlands | TX | 10/2019 | Present |
(1)Name of Business: Oakcrest Advisors Address: 2202 Timberloch Pl Ste 110, The Woodlands, TX, 77380-1107, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non-owner/agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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