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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-01-06 |
| FL | RA | APPROVED | 2025-12-12 |
Branch Locations
220 E. Nine Mile Road, Pensacola, FL 32534 • United States
201 S. Main Street, Atmore, AL 36502 • United States
2580 Douglas Avenue, Brewton, AL 36426 • United States
1300 Shoreline Drive, Gulf Breeze, FL 32561 • United States
5850 Highway 90, Milton, FL 32583 • United States
1444 Creighton Road , Pensacola, FL 32504 • United States
5996 N. Blue Angel Pkwy, Pensacola, FL 32526 • United States
400 W. Garden Street, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifford Power | Mansfield | TX | 04/2016 | 09/2016 |
| Us Markets | Cleburne | TX | 03/2017 | 10/2017 |
| Self Employed | Fort Worth | TX | 10/2017 | 08/2023 |
| Advisory Services Network | Atlanta | GA | 06/2021 | 11/2021 |
| Forthright Capital Partners | Granbury | TX | 08/2023 | 03/2024 |
| Forthright Capital Advisory | Granbury | TX | 08/2023 | 03/2024 |
| Trs Advisors, Llc | Fort Worth | TX | 03/2024 | 11/2025 |
| Jim Poe & Associates, Inc. | Fort Worth | TX | 03/2024 | 12/2024 |
| Mbl Insurance Agency Dba Dfw Retirement Planners | Fort Worth | TX | 03/2024 | 11/2025 |
| Lifestyle Asset Management, Inc. | Fort Worth | TX | 08/2025 | 11/2025 |
| Raymond James Financial Services, Inc. | Pensacola | FL | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Pensacola | FL | 12/2025 | Present |
| Gulf Winds Federal Credit Union | Pensacola | FL | 11/2025 | Present |
| Concert Wealth Management | Fort Worth | TX | 03/2016 | 03/2017 |
(1)Name of Business: Gulf Winds Wealth Management Address: 220 E Nine Mile Rd, Pensacola, FL, 32534-3145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative/Investment Advisor Representative (2)Name of Business: Republic of Texas Capital Management Corporation Address: 3244 Fernwood Drive, Gulf Breeze, FL, 32563, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying and selling property, processing rental and sales proceeds, oversee maintenance and repairs when needed. Minimal hands-on activity. \n\n100% owned by me. \n
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-07 |
| S66 | Uniform Combined State Law Examination | 2010-05-20 |
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