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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
| IN | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutheran Life Villages Nursing Home | Fort Wayne | IN | 06/2018 | 05/2020 |
| Simcox Financial Services | Fort Wayne | IN | 06/2020 | Present |
| Raymond James Financial Services, Inc. | Fort Wayne | IN | 06/2020 | Present |
| Bishop Dwenger High School | Fort Wayne | IN | 08/2016 | 05/2020 |
| Purdue University | West Lafayette | IN | 08/2020 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Ft. Wayne | IN | 01/2025 | Present |
(1)Name of Business: Simcox Financial Services Address: 10249 Auburn Rd, Fort Wayne, IN, 46825, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2025 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 | 2025-01-27 |
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