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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Odessa | TX | 01/2020 | 06/2020 |
| Allen Indpendent School District | Allen | TX | 08/2008 | 09/2020 |
| Raymond James Financial Services, Inc. | Wylie | TX | 06/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Wylie | TX | 06/2020 | Present |
| Community Wealth Advisors | Wylie | TX | 10/2020 | Present |
(1)Name of Business: AKW Financial Services, LLC Address: 2074 Quail Run Rd, Wylie, TX, 75098, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/13/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and manager of account. 23)Name of Business: The Cross Church Address: 100 North First St, Wylie, TX, 75098, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of Church Finance Committee - 3 year term
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-20 |
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