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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Uvalde | TX | 03/2015 | Present |
| Westex Investments The Bank And Trust | Uvalde | TX | 01/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Uvalde | TX | 03/2015 | Present |
| Ravenswood Ventures Llc | Granbury | TX | 01/2015 | 12/2016 |
| The Bank And Trust | Uvalde | TX | 03/2015 | Present |
(1)Name of Business: First United Methodist Church, Uvalde TX Address: 301 N. High St., Uvalde, TX, 78801, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 09/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: one of nine committee members to help advise church leaders (2)Name of Business: The Bank and Trust Address: 426 E Nopal St, Uvalde, TX, 78801, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-19 |
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