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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2011-08-16 |
Branch Locations
822 North Dean Road Suite 100, Auburn, AL 36830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Auburn | AL | 06/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Auburn | AL | 08/2011 | Present |
| Lamar Financial Services | Auburn | AL | 09/2009 | Present |
(1) Name of Business: LaMar Wealth Management Address: 822 N Dean Rd Ste 100, Auburn, AL, 36830, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Event Planning, Contact Management, Client Service, Retirement Planning, Financial Planning, Risk Management (2) Name of Business: The Wit and Whimsy Foundation Address: 493 Merimont Blvd, Auburn, AL, 36830, United States Activity Type: Non profit Position/Title: Board Member, Director Investment Related: Yes Start Date: 07/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance and Governance Director - Steward of Resources and Accountability - Provides financial expertise and operational oversight. Helps the board make responsible, sustainable decisions by monitoring budgets, risks, compliance, and long-term financial health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
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