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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hardin-Simmons University | Abilene | TX | 06/2016 | 05/2021 |
| Raymond James Financial Services, Inc. | Hamilton | TX | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Hamilton | TX | 03/2022 | Present |
| Oak Crest Advisors | Hamilton | TX | 06/2021 | 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: 06/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Registered Representative (2)Name of Business: Oak Crest Advisors Address: 110 N Bell St, Hamilton, TX, 76531-1906, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (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: 12/04/2023 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 | 2022-03-25 |
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