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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Lubbock | TX | 01/2012 | 12/2016 |
| Wells Fargo Bank, N.A. | Lubbock | TX | 08/2010 | 12/2016 |
| Lpl Financial Llc | Lubbock | TX | 12/2016 | 02/2024 |
| First Bank And Trust-Lubbock | Lubbock | TX | 12/2016 | 01/2020 |
| Raymond James Financial Services, Inc. | Lubbock | TX | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lubbock | TX | 02/2024 | Present |
| Jsw Advisory Group, Llc | Lubbock | TX | 01/2020 | Present |
| Sa Stults Llc | Lubbock | TX | 01/2020 | Present |
(1) Name of Business: JSW Advisory Group, LLC Address: 3405 22nd St Ste 202, Lubbock, TX, 79410-1348, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner | Wealth Advisor (2) Name of Business: SA Stults LLC Address: 4907 119th ST, Lubbock, TX, 79424, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tax Purposes only LLC (3) Name of Business: Stults Partnership Address: 4907 119th St, Lubbock, TX, 79424, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-12 |
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