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920 Whitehead Dr., Granbury, TX 76048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Granbury | TX | 08/2014 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Granbury | TX | 09/2014 | 06/2017 |
| Raymond James Financial Services, Inc. | Stephenville | TX | 02/2018 | 06/2020 |
| Raymond James Financial Services Advisors Inc. | Stephenville | TX | 02/2018 | 06/2020 |
| Raymond James Financial Services, Inc. | Granbury | TX | 07/2021 | 09/2023 |
| Raymond James Financial Services Advisors, Inc. | Granbury | TX | 07/2021 | 09/2023 |
| Unemployed | Tolar | TX | 06/2017 | 02/2018 |
| Unemployed | Tolar | TX | 06/2020 | 07/2021 |
| Berry Wealth Group, Lp | Granbury | TX | 09/2023 | Present |
1) Gilliam Real Estate. Address: 9981 Evergreen Cemetery Road, , Lipan, TX. 76462 Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 02/16/2015 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: Manage Rental Properties 2) Rockin Rebel Ranch Address: 9981 Evergreen Cemetery Road, , Lipan, TX. 76462 Nature: Cattle & hay production and sales Position/Title: Proprietor/Owner Investment Related: Yes Start Date:12/31/1996 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Handling all cattle and hay production and sales 3) Insurance Sales; Investment-related; 920 Whitehead Dr., Granbury, TX, 76048; Individual Capacity; 07/2021; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-16 |
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