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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | San Angelo | TX | 08/2016 | Present |
| First Financial Bank | San Angelo | TX | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Angelo | TX | 08/2016 | Present |
| Tom Green County Election Board | San Angelo | TX | 05/2017 | 08/2019 |
| Tom Green County Appraisal Review Board | San Angelo | TX | 08/2016 | 01/2019 |
| N/A | San Angelo | TX | 11/2022 | Present |
| Laura'S She Shed | San Angelo | TX | 08/2016 | Present |
(1)Name of Business: Address: 4502 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Processing voters during elections by working the polls for Tom Green County. This is only on election days, primarily in May and November, and usually runs from 6:00a.m. to 8:30p.m. on these days. We may have a short training on a Saturday morning that will run from 8:00a.m.-12:00p.m. (2)Name of Business: First Financial Bank Address: 222 S Koenigheim Street, San Angelo, TX, 76903, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (3)Name of Business: First Financial Investment Advisors Address: 222 S Koenigheim Street, San Angelo, TX, 76903, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work with clients to help them achieve their financial goals Work as Co Program Manager overseeing operations of advisors within the bank (4)Name of Business: Howard Ranch Address: 12590 US Hwy 277 S, San Angelo, TX, 76904, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raising Livestock (5)Name of Business: Laura's She Shed Address: 12590 US Hwy 277 S, San Angelo, TX, 76904, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/01/2016 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 and I buy and sell items to restore and repurpose for home décor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
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