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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
12240 Inwood Road Suite 450, Dallas, TX 75244 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 06/2024 | 08/2024 |
| Stadium Chair Co. | Lenexa | KS | 05/2022 | 08/2023 |
| Wingstop | Olathe | KS | 11/2020 | 08/2021 |
| Coldstone Creamery | Olathe | KS | 08/2019 | 11/2020 |
| Casey's | Manhattan | KS | 09/2022 | 05/2023 |
| Kansas State University | Manhattan | KS | 08/2021 | 05/2025 |
| Olathe South High School | Olathe | KS | 08/2017 | 05/2021 |
| Chisholm Trail Middle School | Olathe | KS | 08/2013 | 05/2017 |
| Raymond James Financial Services, Inc. | Dallas | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 05/2026 | Present |
| Morgan Stanley | Kansas City | MO | 04/2025 | 05/2026 |
(1) Name of Business: Fontana Financial Planning Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate financial planner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-08 |
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
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