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16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2021-12-06 |
Branch Locations
16250 Knoll Trail Drive Suite 207, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dallas | TX | 09/1995 | 03/2022 |
| Scherer & Gabelmann, Llc | Dallas | TX | 09/2005 | 11/2021 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 01/2009 | 03/2022 |
| 1200 Stone Lane Drive, Celina, Tx 75009 | Celina | TX | 10/2019 | 12/2021 |
| Scott S Scherer Cpa, Llc | Dallas | TX | 10/1995 | Present |
| Raymond James Financial Services, Inc. | Dallas | TX | 10/1995 | 03/2022 |
| Scherer Financial Advisory Services, Llc | Dallas | TX | 11/2021 | Present |
1) Scherer Financial Advisory Services, LLC Address: 1Dallas, TX Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 01/30/2006 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Sale of life insurance, fixed annuites, LTD and LTC. 2) Scott S Scherer CPA, LLC Address: Dallas, TX Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related: No Start Date: 09/06/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax Preparation and Consulting. I am a CPA and I do tax returns for my investment clients. I do sell LTC, life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-03 |
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