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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-20
  • TX RA
    APPROVED
    Since 2021-12-20

Branch Locations

1301 S. Bowen Road Suite 455, Arlington, TX 76013 • 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 & Associates Ft. Worth TX 07/2006 12/2021
Raymond James Financial Services, Inc. Arlington TX 12/2021 Present
Raymond James Financial Services Advisors, Inc. Arlington TX 12/2021 Present
Boys & Girls Clubs Of Arlington/Greater Tarrant County Arlington TX 08/2013 11/2019
Grace Lutheran Church Arlington TX 11/2021 12/2023
St Mary The Virgin Catholic Church Arlington TX 06/2017 Present
Zcs Wealth Management Arlington TX 12/2021 Present
  • 07/2006 → 12/2021
    Raymond James & Associates
    Ft. Worth, TX
  • 12/2021 → Present
    Raymond James Financial Services, Inc.
    Arlington, TX
  • 12/2021 → Present
    Arlington, TX
  • 08/2013 → 11/2019
    Boys & Girls Clubs Of Arlington/Greater Tarrant County
    Arlington, TX
  • 11/2021 → 12/2023
    Grace Lutheran Church
    Arlington, TX
  • 06/2017 → Present
    St Mary The Virgin Catholic Church
    Arlington, TX
  • 12/2021 → Present
    Zcs Wealth Management
    Arlington, TX
Previous Registrations
  • 2006-08-03 → 2021-12-22
    Fort Worth, TX
    Fort Worth, TX
    Duncanville, TX
    Duncanville, TX
  • 2005-08-30 → 2006-01-27
    A. G. Edwards & Sons, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of Business: Address: 3412 Elgenwood Trl, Arlington, TX, 76015, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent contractor making jewelry by hand to possibly sell through local shop. (2) Name of Business: McNulty Financial Strategies, Inc. Address: 1208 W Magnolia Ave Suite 226, Fort Worth, TX, 76104, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Associate, Administrative, Client Contact, Office Work (3) Name of Business: St Mary the Virgin Catholic Church Address: 1408 N Davis Dr, Arlington, TX, 76012, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 06/29/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Play the organ for choir practice and church service while their organist is on vacation. Occasionally sing with the choir. (4) Name of Business: ZCS Wealth Management Address: 1301 S Bowen Rd Ste 455, Arlington, TX, 76013-2264, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/16/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Administrative support

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-29
S63 Uniform Securities Agent State Law Examination 2001-04-11
  • S66 Uniform Combined State Law Examination
    2005-08-29
  • S63 Uniform Securities Agent State Law Examination
    2001-04-11
Other Names
  • Cady Lori Lake
  • Cady Lori Mills
  • Cady Lori Hill
  • Lori Lake
  • Cady Lori Orndoff

View on SEC IAPD

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