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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED_RES | 2024-10-17 |
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 D. Jones & Co., L.P. | El Dorado | AR | 12/1992 | 10/2024 |
| Raymond James Financial Services, Inc. | El Dorado | AR | 10/2024 | Present |
| Raymond James Financial Services Advisors | El Dorado | AR | 10/2024 | Present |
| Oakcrest Advisors | El Dorado | AR | 10/2024 | Present |
| Timberland Investments, Llc | El Dorado | AR | 09/2024 | Present |
(1)Name of Business: Eldorado Airport Commission Address: 418-D Airport Dr, Eldorado, AR, 71730, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 11/11/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Lake Land Management LLC Address: 705 Cedarwood dr, el dorado, AR, 71730, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/13/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: buy , hold and sell timberland property (3)Name of Business: oak Crest Advisors Address: 525 N Washington Ave, El Dorado, AR, 71730-4634, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/17/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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