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Tanya Dee Gilliam

Berry Wealth Group

Granbury, TX

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Current Employers
Berry Wealth Group

920 Whitehead Dr., Granbury, TX 76048 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-29
  • TX RA
    APPROVED
    Since 2023-09-29

Branch Locations

920 Whitehead Dr., Granbury, TX 76048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-01
S63 Uniform Securities Agent State Law Examination 1995-01-16
  • S65 Uniform Investment Adviser Law Examination
    2002-04-01
  • S63 Uniform Securities Agent State Law Examination
    1995-01-16
Other Names
  • Tanya Strickland
  • Tanya Toliver
  • Tanya Adams
  • Tanya Dee Adams
  • Tanya Dee Adams-Toliver
  • Tanya Adams-Strickland

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