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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
1101 Ridge Road Suite 238, Rockwall, TX 75087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2016 | 09/2021 |
| Raymond James Financial Services Advisors, Inc. | Rockwall | TX | 09/2021 | Present |
| Raymond James Financial Services, Inc. | Rockwall | TX | 09/2021 | Present |
| Crux Wealth Advisor | Rockwall | TX | 09/2021 | 08/2023 |
(1)Name of Business: Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Offer insurance solutions (2)Name of Business: 3:23 Advisors Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: dba name - no change in responsibility from daily advisor role (3)Name of Business: JD Wealth Management Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/02/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: dba name for tax/business purposes (4)Name of Business: Oakcrest Advisors Address: 1101 Ridge Rd Ste 238, Rockwall, TX, 75087-4250, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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