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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Waco | TX | 04/2013 | 09/2021 |
| Southwestern Investment Group | Frisco | TX | 04/2016 | 11/2018 |
| Woodbury Financial Services Inc | Center | TX | 09/2021 | 05/2023 |
| Kestra Advisory Services Llc | Center | TX | 04/2023 | 09/2025 |
| Kestra Investment Services Llc | Center | TX | 04/2023 | 09/2025 |
| Raymond James Financial Services, Inc. | Waco | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Waco | TX | 05/2026 | Present |
| Extraco Banks | Waco | TX | 09/2025 | 05/2026 |
(1) Name of Business: Extraco Banks Address: 1700 N Valley Mills Dr, Waco, TX, 76710-2570, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Services, opening/closing accounts, obtaining any legal documents, request withdrawals, assist Trust officers with daily duties and requests (2) Name of Business: Extraco Wealth & Trust Address: 1700 N Valley Mills Dr, Waco, TX, 76710-2570, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Opening accounts, filing paperwork, obtaining legal docs, customer service, request withdrawals and deposits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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