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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
San Antonio, TX • United States
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services Llc | San Antonio | TX | 05/2016 | 06/2017 |
| Swbc Investment Company | San Antonio | TX | 05/2016 | 06/2017 |
| Jpmorgan Securities Llc | San Antonio | TX | 07/2017 | 11/2017 |
| Golds Gym | Selma | TX | 10/2016 | 11/2016 |
| Opt 317, Llc | Selma | TX | 07/2016 | 05/2018 |
| Texas State University/Bexar County Contractor | San Marcos | TX | 09/2015 | 07/2018 |
| Am Hayden Property Management | San Antonio | TX | 11/2017 | 04/2018 |
| Apartment Solutions | San Antonio | TX | 04/2018 | 04/2018 |
| Business Delivery Systems (Bds) | San Antonio | TX | 05/2018 | 06/2018 |
| Raymond James Financial Services | St Petersburg | FL | 07/2018 | 04/2019 |
| Raymond James Financial Service Advisors | St Petersburg | FL | 07/2018 | 04/2019 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 04/2019 | 02/2021 |
| Morgan Stanley | San Antonio | TX | 02/2021 | 07/2022 |
| Citigroup | San Antonio | TX | 08/2022 | 11/2022 |
| Morgan Stanley | San Antonio | TX | 12/2022 | 07/2026 |
| Raymond James & Associates, Inc | San Antonio | TX | 07/2026 | Present |
*561097 - Arrowhead Bookkeeping, LLC; Investment related: Yes; Universal City, Texas; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-11 |
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