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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Katy | TX | 11/2012 | 01/2017 |
| Raymond James Financial Services Advisors Inc. | Katy | TX | 01/2013 | Present |
| Raymond James Financial Services | Katy | TX | 01/2017 | Present |
(1)Name of Business: Address: 24658 Kingsland Blvd, Katy, TX, 77494-3386, United States Activity Type: Tax Preparation Position/Title: Other Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Turbo Tax Help (2)Name of Business: Graham Financial Group, LLC Address: 24658 Kingsland Blvd, Katy, TX, 77494, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partial owner in Graham Financial Group, LLC (3)Name of Business: Graham Real Estate Address: 24658 Kingsland Blvd, Katy, TX, 77494, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
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