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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
550 Post Oak Suite 410, Houston, TX 77401 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 03/2014 | 11/2024 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 03/2014 | 11/2024 |
| Blue Cross Blue Shield Of Texas | Houston | TX | 01/2016 | 04/2023 |
| Mgo Oneseven | Beachwood | OH | 11/2024 | Present |
(1) Name of Business: HTR Wealth Mangement Address: 550 Post Oak Blvd Ste 410, Houston, TX, 77027, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch manager holds himself out as HTR Wealth Management/Raymond James. We share the same branch office location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-18 |
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