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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-25 |
Branch Locations
2051 Rodd Field Rd Suite 200, Corpus Christi, TX 78412 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corpus Christi | TX | 02/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Corpus Christi | TX | 02/2013 | Present |
(1)Name of Business: Laguna Wealth Services Address: 2051 Rodd Field Rd., Ste. 200, Corpus Christi, TX, 78412, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in daily operations of wealth managment practice. Focus on acquiring new business and implementing investment strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-13 |
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