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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-12 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
711 W. Bay Area Blvd Suite 530, Webster, TX 77598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Webster | TX | 02/2021 | Present |
| T-Mobile | Webster | TX | 07/2017 | 04/2021 |
| Unemployed | Friendswood | TX | 08/2016 | 07/2017 |
| Raymond James Financial Services Advisors, Inc. | Webster | TX | 05/2022 | Present |
| Pinebrook Wealth Strategies | Webster | TX | 02/2021 | 04/2024 |
Name of Business: Velonix Wealth Address: 711 W Bay Area Blvd Ste 530, Webster, TX, 77598-4042, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/17/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Responsible for entering trades, reviewing transactions, portfolio research, data entry, and other assigned tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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