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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2018-04-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Texarkana | TX | 11/2001 | 04/2018 |
| Raymond James Financial Services, Inc. | Texarkana | TX | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Texarkana | TX | 04/2018 | Present |
| Bowie County Texas (Government) | Texarkana | TX | 02/2020 | 06/2022 |
| N/A | New Boston | TX | 02/2001 | 05/2021 |
(1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 10/18/2021 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I am borrowing from my single father up to $100,000 to use to pay a large down payment on an agreed mediation settlement with Wells Fargo as the result of my leaving them to come to rjfs in 2018. I will also be using some of the money to pay a tax bill. I am in the middle of a divorce and the court will not allow me to pledge marital assets. Update .. The loan is current and paid down by 50k from the origional amount It has been collateralized with a Heloc on our family farm. (2) Name of Business: Address: 6001 Spearhead, TEXARKANA, AR, 71854, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/15/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Two fold. I will be owning an undivided interest in the family farm that is currently being rented and will probably continue to be. We are considering buying and selling livestock/horses as well. (3) Name of Business: McClaran & Associates Address: 3415 Texas Blvd, Texarkana, TX, 75503-3247, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: support company for taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-04 |
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