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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
40 Ne Loop 410 Ste 630, San Antonio, TX 78216 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Antonio | TX | 03/2011 | 10/2020 |
| Momentum Independent Network Inc. | Dallas | TX | 10/2020 | 09/2025 |
| Raymond James Financial Services Inc. | San Antonio | TX | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 09/2025 | Present |
(1) Name of Business: Beneficent Financial Address: 40 NE Loop 410 Ste 630, San Antonio, TX, 78216-5818, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/11/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I own, manage, and lead Beneficent Financial as it provides financial planning and investment services as an RJFS branch
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-20 |
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