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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake City | FL | 08/2019 | Present |
| Raymond James Financial Services, Inc. | Lake City | FL | 06/2016 | 08/2019 |
| Student | Lake City | FL | 08/2001 | 05/2018 |
| Moses Wealth Advisors, Llc | Lake City | FL | 12/2024 | Present |
(1)Name of Business: Odom Moses & Company Address: 4641 W US Highway 90, Lake City, FL, 32055, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 05/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do not have any responsibilities with the CPA practice of Odom Moses & Company. I am compensated by OMC for my services to the Raymond James branch. (2) Moses Wealth Advisors, LLC, 4641 W US Highway 90, Lake City, FL, 32055, Support Company - Non Owner, Other, I /R: No, 12/20/2024, HPM 81+ HPM trade hours: 41+ Duties: This is an LLC under which we provide financial services and is the DBA for our branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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