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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-15
AL RA APPROVED 2016-07-15
  • TX RA
    APPROVED_RES
    Since 2021-07-15
  • AL RA
    APPROVED
    Since 2016-07-15

Branch Locations

822 North Dean Road Suite 100, Auburn, AL 36830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Auburn AL 04/2016 Present
Raymond James Financial Services Advisors Inc. Auburn AL 07/2016 Present
Lamar Wealth Management Auburn AL 12/2022 05/2023
Lamar Wealth Management Auburn AL 05/2023 Present
  • 04/2016 → Present
    Raymond James Financial Services
    Auburn, AL
  • 07/2016 → Present
    Auburn, AL
  • 12/2022 → 05/2023
    Lamar Wealth Management
    Auburn, AL
  • 05/2023 → Present
    Lamar Wealth Management
    Auburn, AL
Other Businesses

(1)Name of Business: LaMar Wealth Management Address: 822 N Dean Rd Ste 100, Auburn, AL, 36830-9402, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor / Financial Planning / Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-29
  • S66 Uniform Combined State Law Examination
    2016-06-29

View on SEC IAPD

Other Firms

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