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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
945 Stockton Drive Suite 8130, Allen, TX 75013 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2011 | 03/2022 |
| Raymond James Financial Services, Inc | Bellevue | AZ | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Bellevue | WA | 03/2022 | Present |
(1)Name of Business: Baker & Carara Private Wealth Partners Address: 945 Stockton Dr Unit 8130, Allen, TX, 75013, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA name for my company (2)Name of Business: Grapple & Grow Foundation Address: 962 Herschell Street, Allen , TX, 75013, United States Activity Type: Non profit Position/Title: Board Member, Chair of the Board, Founder, Advisory Board, Committee Member Investment Related: Yes Start Date: 01/07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My responsibilities are to plan and execute the bi-annual meetings of the boards. \nReview and confirm participants eligibility to receive grants\ndevelop relationships with clubs and coaches to help under privileged children. (3)Name of Business: LVC Properties LLC Address: 962 Herschell Street, Allen, TX, 75013, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/03/2017 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manage personal rental properties that I own. \nPurchase or Sell Real estate for my self. \nPurchase or sell real estate for individuals (4)Name of Business: Perfect Practice Management Address: 962 HERSCHELL ST, Allen, TX, 75013-4798, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/20/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To provide professional education, training, consulting, and coaching services to financial professionals, including the development and sale of digital educational products, course materials, and advisory coaching programs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
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