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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Georgetown | TX | 10/2015 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Georgetown | TX | 10/2015 | 11/2021 |
| Pnc Investments | Temple | TX | 11/2021 | 02/2025 |
| Raymond James Financial Services, Inc. | Belton | TX | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Belton | TX | 02/2025 | Present |
| Oak Crest Advisors | Belton | TX | 02/2025 | Present |
| National Championship Sports | Temple | TX | 10/2023 | Present |
(1)Name of Business: Address: 7009 Troyan Ln , Temple, TX, 76502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent collection, property repairs and maintenance (2)Name of Business: Oak Crest Advisors Address: 204 N Penelope St Ste A, Belton, TX, 76513-3127, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Supervision/Compliance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-22 |
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