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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ptx Securities, Llc | Plano | TX | 11/2014 | 12/2019 |
| Sealy Investment Securities, Llc | Dallas | TX | 12/2019 | 07/2020 |
| Financial Distributors Group | West Deptford | NJ | 02/2022 | 06/2024 |
| Rbcg Llc | Austin | TX | 03/2022 | 06/2024 |
| Unemployed | Austin | TX | 07/2020 | 02/2022 |
| The Leaders Group Inc | Littleton | CO | 03/2022 | 06/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2024 | 05/2025 |
| University Federal Credit Union | Austin | TX | 06/2024 | 01/2026 |
| Lpl Financial Llc | Austin | TX | 05/2025 | 01/2026 |
| Raymond James Financial Services, Inc. | Midland | TX | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Midland | TX | 01/2026 | Present |
(1) Name of Business: Van Pearcy's Wealth Services Team Address: 2020 W Cuthbert Ave, Midland , TX, 79701-5728, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/Planner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-03 |
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