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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hamilton | TX | 06/2020 | Present |
| Enterprise Rent-A-Car | Edmond | OK | 08/2017 | 05/2020 |
| Enterprise Ret-A-Car | Sherman | TX | 09/2015 | 07/2017 |
| Raymond James Financial Service Advisors | Hamilton | TX | 01/2022 | Present |
(1) Name of Business: Melanie J Financial, LLC Address: 110 N Bell St, Hamilton, TX, 76531-1906, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/14/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative (2) Name of Business: Oak Crest Advisor's Address: 110 N Bell St, Hamilton, TX, 76531-1906, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/14/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Registered Representative (3) Name of Business: Oak Crest Insurance Agency Address: 110 N Bell St, Hamilton, TX, 76531-1906, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-09 |
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