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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-06 |
Branch Locations
200 Crescent Court Suite 500, Dallas, TX 75201 • United States
Holly Lake Ranch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Dallas | TX | 09/2016 | Present |
| Deutsche Bank Securities | Dallas | TX | 07/2007 | 09/2016 |
(1)Name of Business: Birds and Thyme Cottage Address: 1602 Valleywood Trail, Holly Lake Ranch, TX, 75765, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife will be running the rental. We jointly own the house that will be used as a long and short term rental proberty
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-08 |
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