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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Allen | TX | 07/2016 | 12/2021 |
| American National Bank Of Texas | Allen | TX | 07/2016 | 12/2021 |
| Raymond James Financial Services Inc | Lewisville | TX | 12/2021 | Present |
| Raymond James Financial Services Advisors | Lewisville | TX | 12/2021 | Present |
| Logsdon Wilson Wealth Advisors | Allen | TX | 12/2021 | Present |
(1)Name of Business: Logsdon Wilson Wealth Advisors Address: 950 W Bethany Dr Ste 440, Allen, TX, 75013, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Maintain existing relationships, onboarding new clients, support team's marketing strategy, research client and security information, process and follow-up on client documentation, document internal processes and procedures related to duties and responsibilities, assist with, maintain that all processes, documentation, client files: including record retention and systems are compliant and audit ready
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-20 |
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