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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 01/2024 |
| Primelending | Dallas | TX | 12/2012 | 06/2018 |
| Raymond James Financial Services Advisors, Inc. | Abilene | TX | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Abilene | TX | 01/2024 | Present |
| Vistacrest, Llc | Abilene | TX | 01/2024 | Present |
(1)Name of Business: VistaCrest, LLC Address: 3409 S 14th St Ste 100, Abilene, TX, 79605-4956, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: VistaCrest, LLC is the support company for my financial planning practice at Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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