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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wichita Falls | TX | 07/2016 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2016 | 10/2019 |
| Equity Services, Inc. | Montpelier | VT | 10/2019 | 10/2020 |
| National Life Group | Southlake | TX | 10/2019 | 10/2020 |
| Ameriprise Financial Services, Llc | Wichita Falls | TX | 10/2020 | 09/2023 |
| Raymond James Financial Services, Inc. | Olney | TX | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Olney | TX | 09/2023 | Present |
(1)Name of Business: Carrie West Wealth Management, LLC Address: 210 E Main St, Olney, TX, 76374-1924, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner and operator as Carrie West Wealth Management as advisor for Raymond James (2)Name of Business: West Ranch Address: 639 Boot TIms Road, Bellevue, TX, 76228, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: farming and ranching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-12 |
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