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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-19 |
Branch Locations
25511 Budde Road Suite 2301, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | The Woodlands | TX | 08/2016 | Present |
| Raymond James Financial Services Advisors, Inc. | The Woodlands | TX | 08/2016 | Present |
(1) Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 06/02/2023 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I borrowed money from my parents trust to buy my house. (2) Name of Business: Aventura Family Office Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/29/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Services Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-02 |
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