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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
895 Fish Creek Thoroughfare, Montgomery, TX 77316 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2011 | 01/2025 |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 01/2025 | Present |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 01/2025 | Present |
| Woodforest Wealth | The Woodlands | TX | 01/2025 | Present |
| Woodforest National Bank | The Woodlands | TX | 01/2025 | Present |
(1)Name of Business: Woodforest National Bank Address: 895 Fish Creek Thoroughfare, Montgomery, TX, 77316-6962, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Woodforest Wealth Address: 895 Fish Creek Thoroughfare, Montgomery, TX, 77316-6962, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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