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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-20 |
Branch Locations
708 W Scharbauer Dr Suite A4, Midland, TX 79705 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/1994 | 05/2019 |
| Raymond James Financial Services, Inc. | Midland | TX | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Midland | TX | 05/2019 | Present |
| Permian Wealth Management | Midland | TX | 05/2019 | Present |
(1)Name of Business: No name Address: 708 W Scharbauer Dr Ste 4A, Midland, TX, 79705, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/20/2019 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 real-estate (2)Name of Business: PERMIAN WEALTH MANAGEMENT Address: 708 W Scharbauer Dr Ste 4A, Midland, TX, 79705, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Marketing, sales, and servicing financial services and products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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