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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
40 Northeast Loop 410 Suite 630, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Methodist Church | San Antonio | TX | 09/2016 | 12/2024 |
| Mutual Of Omaha Investor Services | San Antonio | TX | 04/2025 | 08/2026 |
| Mutual Of Omaha Insurance Company | San Antonio | TX | 04/2025 | 08/2026 |
| First Presbyterian Church | San Antonio | TX | 02/2025 | Present |
| Bexar Films | San Antonio | TX | 06/2016 | 10/2016 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Antonio | TX | 08/2026 | Present |
| Beneficent Financial | San Antonio | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
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