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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-02-27 |
Branch Locations
3121 Quail Springs Pkwy Ste 110, Oklahoma City, OK 73134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale | AZ | 01/2006 | 12/2018 |
| Cassidy Financial Group, Inc. | Oklahoma City | OK | 06/2006 | 12/2018 |
| Raymond James & Associates, Inc. | Oklahoma City | OK | 02/2019 | Present |
(1)Name of Business: Address: 21101 Milfay Rd., Depew, OK, 74028, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 08/03/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Checking on property throughout the year & doing work on the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-27 |
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