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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-22 |
Branch Locations
303 S Washington St Suite 200, Fredericksburg, TX 78624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Associates, Inc | Boerne | TX | 11/2015 | 02/2018 |
| Raymond James Financial Services | Synder | TX | 01/2022 | Present |
| Stay At Home Parent | Comfort | TX | 02/2018 | 03/2020 |
| Raymond James Financial Services Advisors, Inc | Snyder | TX | 08/2022 | Present |
| N/A | Comfort | TX | 03/2020 | Present |
(1)Name of Business: Address: 3518 Cypress Creek Rd., Comfort, TX, 78013, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 03/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help buyers and sellers with their real estate needs. (2)Name of Business: S4 Wealth Management, LLC Address: 3518 Cypress Creek Rd., Comfort, TX, 78013, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/12/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee all aspects of day to day operations, finances, production, and sales. (3)Name of Business: Talent Financial Services of Raymond James Address: 303 S Washington St, Fredericksburg, TX, 78624-4634, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-10 |
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