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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 01/2023 |
| Hospice Of East Texas | Tyler | TX | 10/2011 | 10/2018 |
| Raymond James Financial Services Advisors, Inc. | Tyler | TX | 01/2023 | Present |
| Raymond James Financial Services, Inc. | Tyler | TX | 01/2023 | Present |
| Southside Bank | Tyler | TX | 01/2023 | Present |
| Southside Wealth Management | Tyler | TX | 05/2023 | 01/2025 |
(1)Name of Business: Mt Carmel Baptist Church Address: 10519 FM 344, Whitehouse , TX, 75791, United States Activity Type: Religious Position/Title: Other, Associate/Employee Investment Related: No Start Date: 01/19/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Music leader for Sunday services (2)Name of Business: Southside Investment Services Address: 6019 S Broadway Ave, Tyler, TX, 75703-4420, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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