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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-17 |
| OH | RA | APPROVED | 2015-04-15 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Xenia | OH | 01/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Xenia | OH | 04/2015 | Present |
| Poa For Jane Pope | Beavercreek | OH | 07/2015 | 11/2021 |
| Trustee For James W. Pope Trust | Beavercreek | OH | 01/2014 | 10/2024 |
| Trustee For Catharine W. Pope Trust | Beavercreek | OH | 01/2014 | 01/2024 |
(1)Name of Business: Pope Wealth Advisors Address: 650 N Detroit St, Xenia, OH, 45385, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/13/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of Pope Wealth Advisors - support company (2)Name of Business: Rental Property Address: 1222 Freedom Pointe, Beavercreek, OH, 45434, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/15/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own an office building jointly with my spouse
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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