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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-05-02 |
| TX | RA | APPROVED | 2019-05-02 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2008 | 04/2019 |
| Raymond James Financial Services, Inc. | Shreveport | LA | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Mansfield | LA | 05/2019 | Present |
(1)Name of Business: Address: 740 Ferguson Rd, Gloster, LA, 71030, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Financial Strategies Inc Address: 1220 Polk St, Mansfield, LA, 71052-2802, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2019 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 our group name that our branches use for marketing. (3)Name of Business: WILLIAMSON FINANCIAL SERVICES, LLC Address: 1220 Polk St, Mansfield, LA, 71052, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/19/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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