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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-30 |
| OK | RA | APPROVED | 2009-01-02 |
Branch Locations
10051 South Yale Avenue Suite 203, Tulsa, OK 74137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Tulsa | OK | 01/2000 | Present |
| Raymond James Financial Services Advisors, Inc | Tulsa | OK | 01/2009 | Present |
(1)Name of Business: Jack Richardson Foundation Address: 10051 S Yale Ave, Ste 203, Tulsa, OK, 74137, United States Activity Type: Non profit Position/Title: Officer - CEO Investment Related: Yes Start Date: 01/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment Advisor and in charge of choosing recipients of donations from the foundation. (2) Name of Business: Jeff Ellson Investments LLC Address: 10051 S Yale Ave Ste 203, Tulsa, OK, 74137-6086, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Company established to support RJ business. Not held out to the public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-11 |
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