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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
2100 Trimmer Rd Suite 105, Killeen, TX 76541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 01/2022 |
| Raymond James Financial Services, Inc | Liberty Hill | TX | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Liberty Hill | TX | 01/2022 | Present |
(1) Name of Business: Oak Crest Advisors LLC Address: 2100 Trimmier Rd Ste 105, Killeen, TX, 76541-8900, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Working directly with clients to do financial planning and giving financial advice. This includes planning, investment management, insurance, and conversations around taxes and estate. All the same activities as a financial advisor with RJFS. (2) Name of Business: Ransom Financial Services LLC Address: 2100 Trimmier Rd, Ste. 105, Killeen, TX, 76541, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/21/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Role is Managing Member. My responsibilities are the same as they are as a financial advisor with RJFS - managing client relationships, financial planning, investment management, insurance, tax and estate planning conversations, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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