Steven Joseph Dawson

Current Employers

Employment History

• 02/2014 → 06/2017
  Ameriprise Financial Services, Inc.
  Allen, TX
• 06/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Allen, TX
• 07/2018 → 01/2019
  Coleman Research
  Allen, TX
• 03/2020 → 04/2020
  First Choice Financial Planning
  Allen, TX
• 06/2020 → Present
  First Choice Financial Planning
  Allen, TX
• 03/2020 → Present
  First Choice Financial Planning
  Allen, TX
• 08/2021 → 01/2025
  Texas A&M University Commerce
  Allen, TX

Previous Registrations

• 2014-02-07 → 2017-06-15
  Ameriprise Financial Services, Llc
  Allen, TX
• 2010-02-08 → 2014-02-10
  Edward Jones
  Allen, TX
  Mckinney, TX
  Plano, TX
  St Louis, MO
• 2010-01-12 → 2010-01-29
  Equitable Advisors, Llc
  Plano, TX

Other Businesses

(1) Name of Business: Joseph's Seed Real Property Group LLC Address: 1628 Westfield Way, Allen, TX, 75002, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2) Dawson Private Wealth, LLC; CEO; Investment Related; 333 E. Bethany Dr. Suite I-110 Allen TX 75002; Description: Dawson Private Wealth, LLC is an independent investment management firm affiliated with Raymond James as the broker/dealer. All employees who work for First Choice Financial Planning also work for Dawson Private Wealth, LLC. ; Start date: 2017-11-01; 150 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 95 Percent of total yearly compensation expected to be derived from the business; Website address: www.dawsonprivatewealth.com.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-17

Designations

Other Names

• Steven J Dawson
• Steven Dawson