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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lake City | FL | 12/2018 | Present |
| Self-Employed | Lake City | FL | 01/2007 | 12/2018 |
| Raymond James Financial Services Advisors, Inc. | Lake City | FL | 11/2022 | Present |
| Odom Moses And Company, Llp | Lake City | FL | 12/2018 | 05/2024 |
(1)Name of Business: Moses Wealth Advisors, LLC Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is an LLC under which we provide financial services and is the DBA for our branch. (2)Name of Business: Odom, Moses & Company, LLP Address: 4641 W US Highway 90, Lake City, FL, 32055-7558, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do not have any responsibilities with the CPA practice of Odom, Moses & Company. I am compensated by OMC for my services to Raymond James branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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