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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
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. | St. Louis | MO | 10/1993 | 07/2022 |
| Raymond James Financial Services, Inc | Ingram | TX | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Ingram | TX | 07/2022 | Present |
| Oak Crest Advisors Llc | Ingram | TX | 07/2022 | Present |
| Sage Investment Advice | Ingram | TX | 07/2022 | Present |
(1)Name of Business: Oak Crest Advisors Address: 320 Highway 39, Ingram, TX, 78025-3273, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oak Crest Advisors is an OSJ within RJFS/RJFSA. They provide supervision as well as education and support of our branch. (2)Name of Business: Oak Crest Insurance Agency Address: 320 Highway 39, Ingram, TX, 78025-3273, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/11/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent for insurance (3)Name of Business: Sage Investment Advice Address: 320 Highway 39, Ingram, TX, 78025-3273, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 07/14/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of the entity (4)Name of Business: Work Away, LLC Address: 3285 Junction Hwy Suite B, Ingram, TX, 78025, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business space for short term needs in a rural community for confidential meetings, professional atmosphere, dependable wifi, professional zoom rooms and workspace.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
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