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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Oklahoma City | OK | 05/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Oklahoma City | OK | 01/2009 | Present |
| Bass Investment Group | Edmond | OK | 10/2013 | Present |
| The Leasee Is Heidenreich Wealth Group | Edmond | OK | 06/2019 | Present |
(1)Name of Business: AAMS.R.Blessing, LLC Address: 2964 Via Esperanza, Edmond, OK, 73034, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 03/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and two other RJFS FA's purchased the office to conduct our branch business occupying 5 offices and leasing the remaining 4 offices. (2)Name of Business: Bass Investment Group Address: 2964 Via Esperanza, Edmond, OK, 73013, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/28/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: We hold out Bass Investment Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-28 |
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