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12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-17 |
Branch Locations
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
Corinth, TX • United States
12222 Merit Drive Suite 1800, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallavalle Financial | Frederick | MD | 07/2016 | 07/2023 |
| Taylor Financial | Frederick | MD | 07/2016 | 07/2023 |
| Founders Financial Securities Llc | Towson | MD | 07/2016 | 08/2023 |
| Raymond James Financial Services, Inc. | Dallas | TX | 08/2023 | Present |
| Carter Advisory Services | Dallas | TX | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 08/2023 | Present |
| Carter Advisory Services | Dallas | TX | 03/2026 | Present |
(1)Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251-3296, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/22/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is simply how we present the name of the firm to the public and do business as Carter Financial Management. There are no responsibilities associated with this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-14 |
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