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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-21 |
Branch Locations
1330 Lake Robbins Drive Suite 150, The Woodlands, TX 77380 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | The Woodlands | TX | 10/2011 | 03/2017 |
| Raymond James Financial Services, Inc. | The Woodlands | TX | 03/2017 | Present |
| Raymond James Finfancial Services Advisors, Inc. | The Woodlands | TX | 03/2017 | Present |
| Woodforest Financial Services | Montgomery | TX | 03/2017 | Present |
1) Name of Business: DBA Woodforest Wealth Address: 1330 Lake Robbins Dr., Suite 150, The Woodlands,, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Vice President, Woodforest Wealth Financial Advisor RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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