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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Midland | TX | 01/2009 | Present |
| Van Pearcy Wealth Services Team | Midland | TX | 09/2008 | 12/2025 |
| Van Pearcy Financial | Midland | TX | 09/2008 | 12/2025 |
(1)Name of Business: Arristone, LLC Address: 22 Santa Fe Pl, Odessa, TX, 79765, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single Member LLC, where I will be purchasing oil and gas mineral interests. (2)Name of Business: Mission Capital Management Address: 8180 Lakeview CTR, Odessa, TX, 79765, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/02/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the LLC that was created to own the branch that we purchased in Odessa, TX that is now under our 6TK. I am the owner of this entity. (3)Name of Business: Odess Country Club Address: 22 Santa Fe Pl, Odessa, TX, 79765, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Officer - President Investment Related: Yes Start Date: 05/19/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financials of the club on a monthly basis during the lunch hour. \nBoard meetings one evening a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-02 |
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