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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Frisco | TX | 08/2002 | Present |
| Jamie Richardson | Frisco | TX | 08/1998 | Present |
| Raymond James Financial Services Advisors, Inc | Frisco | TX | 01/2009 | Present |
| Legacy Texas Bank | Frisco | TX | 01/2006 | 09/2017 |
| Southside Investment Services | Frisco | TX | 11/2019 | 06/2023 |
| Southside Wealth Management | Frisco | TX | 05/2023 | 09/2024 |
| Southside Investment Services | Frisco | TX | 10/2024 | Present |
| Southside Bank | Frisco | TX | 11/2019 | Present |
(1)Name of Business: Southside Bank Address: 5665 Dallas Pkwy Ste 100, Frisco, TX, 75034, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/25/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID Bank financial advisor. (2)Name of Business: Southside Investment Services Address: 5665 Dallas Pkwy Ste 100, Frisco, TX, 75034-7375, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FID support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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