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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
Branch Locations
1330 Lake Robbins Drive, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | The Woodlands | TX | 11/2014 | 11/2017 |
| United Capital Financial Advisors | Newport Beach | CA | 12/2014 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 08/2024 | Present |
| Woodforest National Bank | The Woodlands | TX | 08/2024 | Present |
| Unemployed | The Woodlands | TX | 02/2024 | 08/2024 |
| Goldman Sachs & Co. Llc | The Woodlands | TX | 07/2019 | 11/2023 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 11/2017 | 08/2020 |
(1) Name of Business: Woodforest Advisors Address: 1330 Lake Robbins Dr, The Woodlands, TX, 77380-3266, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a dba for our corporate RIA branch.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-12 |
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