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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-23 |
| OK | RA | APPROVED | 2012-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond Jamess Financial Services, Inc. | Tulsa | OK | 04/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Tulsa | OK | 05/2012 | Present |
(1)Name of Business: JDR Financial Services, LLC Address: 6309 E 102nd St Ste A, Tulsa, OK, 74137, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SUPPORT COMPANY (2)Name of Business: Jerold Don Ross Address: 6420 S 184th St W , Boynton, OK, 74422, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of commercial property. I manage and maintain the facility. (3)Name of Business: Mary's Chapel LLC Address: 6420 S 184th St W , Boynton, OK, 74422, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain the chapel, repairing it currently, offering it for weddings and funerals. (4)Name of Business: NA Address: 6309 E 102nd St, Tulsa, Ok 74137, Tulsa, OK, 74137, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/09/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: hoping to transact business in life policies with approved vendors (5)Name of Business: Ross Lake LLC Address: 6420 s 184th st W, Boynton, OK, 74422, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain and develop property around the purchased lake
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-30 |
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