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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Selma | TX | 11/2014 | 09/2022 |
| J.P. Morgan Securities Llc | San Antonio | TX | 10/2022 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 10/2022 | 05/2026 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Antonio | TX | 07/2026 | Present |
| Security Service Fcu | San Antonio | TX | 06/2026 | Present |
| Security Service Investment Group | San Antonio | TX | 07/2026 | Present |
| Security Service Fcu | San Antonio | TX | 07/2026 | Present |
(1)Name of Business: Security Service FCU Address: 9253 N Loop 1604 W, San Antonio, TX, 78249, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor to the general public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-24 |
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