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333 East Bethany Drive Suite I-110, Allen, TX 75002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
333 East Bethany Drive Suite I-110, Allen, TX 75002 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
333 East Bethany Drive Suite 1120, Allen, TX 75002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frisco Independent School District | Frisco | TX | 08/2015 | 10/2021 |
| Raymond James Financial Services, Inc | Allen | TX | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Allen | TX | 09/2022 | Present |
| Dawson Private Wealth | Allen | TX | 10/2021 | Present |
| First Choice Financial Planning | Allen | TX | 09/2025 | Present |
(1) Dawson Private Wealth, LLC; CCO/COO; Investment Related; 333 E. Bethany Dr. Suite I-120 Allen TX 75002; Description: Dawson Private Wealth, LLC is an independent investment management firm affiliated with Raymond James as the broker/dealer. All employees who work for First Choice Financial Planning also work for Dawson Private Wealth, LLC. ; Start date: 2017-11-01; 150 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 95 Percent of total yearly compensation expected to be derived from the business; Website address: www.dawsonprivatewealth.com. (2)Name of Business: Five Hearts Hot Sauce, LLC Address: 825 Bird Creek Dr., Little Elm, TX, 75068, United States Activity Type: Business Owner Position/Title: Other, Owner/Proprietor Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I assist with every aspect of the business including production, packaging, and distribution of the product. I also assist with marketing and social media. We run an online website to sell the product along with participating in local markets and vendor fairs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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