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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stavis & Cohen Financial | Houston | TX | 06/2019 | 08/2019 |
| Texas Tech University | Lubbock | TX | 09/2016 | 08/2021 |
| Unemployed | Lubbock | TX | 08/2021 | 09/2023 |
| Unemployed | Lubbock | TX | 04/2016 | 06/2019 |
| Raymond James Financial Services, Inc. | Sulphur Springs | TX | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Sulphur Springs | TX | 07/2024 | Present |
(1)Name of Business: Rising Wealth Management Address: 513 Oak Ave, Sulphur Springs, TX, 75482-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Analyst
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
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