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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-16 |
| AL | RA | APPROVED | 2010-02-03 |
Branch Locations
822 North Dean Road Suite 100, Auburn, AL 36830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Auburn | AL | 01/2009 | Present |
| Raymond James Financial Services Adviosrs, Inc | Auburn | AL | 02/2010 | Present |
| Lamar Financial Services | Auburn | AL | 02/2009 | 07/2023 |
(1)Name of Business: Address: 2741 lee rd 86, auburn, AL, 36879, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/18/2009 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 rental property (2)Name of Business: LaMar Wealth Management Address: 2741 Lee Rd 86, Auburn, AL, 36879, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (3)Name of Business: NA Address: 2741 Lee Rd 86, Waverly, AL, 36879, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/11/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will market the word or term that I submitted for patent 3 years ago and have received the patent. I will market the word or term to companies who might have interest or possible use.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
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