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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-04 |
| OK | RA | APPROVED | 2021-04-29 |
Branch Locations
6309 E. 102Nd Street Suite A, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tulsa | OK | 01/2016 | 07/2019 |
| Raymond James Financial Services Advisors Inc. | Tulsa | OK | 01/2016 | 07/2019 |
| Dustin Ross Photography | Broken Arrow | OK | 09/2016 | 01/2020 |
| The Advancement Group | Tulsa | OK | 09/2019 | 11/2020 |
| Capital Asset Advisory Services, Llc | Tulsa | OK | 07/2020 | 04/2021 |
| Raymond James Financial Services, Inc. | Tulsa | OK | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Tulsa | OK | 04/2021 | Present |
(1) Name of Business: JDR Financial Services Address: 6309 E 102nd St Ste A, Tulsa, OK, 74137-7041, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/17/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Professional supporting Branch Manager in account management and investment trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S66 | Uniform Combined State Law Examination | 2013-04-16 |
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