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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 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

4816 Bryant Irvin Ct, Fort Worth, TX 76107 • 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
First Command Financial Planning, Inc Fort Worth TX 06/2013 10/2017
First Command Advisory Services Fort Worth TX 12/2015 10/2017
Commonwealth Financial Network Waltham MA 10/2017 11/2025
Raymond James Financial Services Advisors, Inc. Fort Worth TX 11/2025 Present
Raymond James Financial Services, Inc. Fort Worth TX 11/2025 Present
Previous Registrations
Other Businesses

1) Name of Business: Address: 4816 Bryant Irvin Ct, Fort Worth, TX, 76107-7640, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/10/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed insurance, disability, long term care, and annuity sales. (2) Name of Business: Dignum Tax Preparation Address: 4816 Bryant Irvin Ct, Fort Worth, TX, 76107-7640, United States Activity Type: Tax Preparation Position/Title: Advisor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I complete approximately 50 clients individual tax returns.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-18
S65 Uniform Investment Adviser Law Examination 2010-05-02
  • S63 Uniform Securities Agent State Law Examination
    2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2010-05-02
Designations

View on SEC IAPD

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