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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-07-26 |
Branch Locations
526 University Drive West Suite C, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | College Station | TX | 02/2013 | Present |
| Raymond James Financial Services Advisors Inc. | College Station | TX | 07/2013 | Present |
| Chalmers Wealth Advisors | College Station | TX | 12/2014 | Present |
(1)Name of Business: Chalmers Wealth Advisors Address: 526 University Dr E Ste C, College Station, TX, 77840, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/04/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the Sole Proprietor of this business and this is the DBA name for my role as a RJFS Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-14 |
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