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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-21 |
Branch Locations
9720 Cypresswood Drive Suite 140, Houston, TX 77070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Houston | TX | 01/2016 | 05/2019 |
| Raymond James Financial Services, Inc | Houston | TX | 05/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 05/2019 | Present |
Name of Business: Rand Wealth Management Address: 9720 Cypresswood Drive, Ste 140, Houston, TX, 77070 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President, Officer - CEO Investment Related: No Start Date: 05/12/2025 HPM: 81+ HPM trade hours: 41+ Duties: With the approval of RJFS Regional Management, I am leaving my current branch (AXF) and will become the branch manager of a new RJFS branch as of June 30, 2025. I am requesting approval of my DBA "Rand Wealth Management" for this new branch office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
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