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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Midland | TX | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Midland | TX | 01/2015 | Present |
| Van Pearcy Wealth Services Team | Midland | TX | 10/2013 | Present |
| Vip Partners | Midland | TX | 01/2026 | Present |
(1) Name of Business: Van Pearcy Financial Services, LP Address: 2000 W Cuthbert Ave, Midland, TX, 79701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/10/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trade securities; Open and maintain client accounts; Provide Financial Advice to clients; Open and maintain 401(k) plans; (2) Name of Business: Van Pearcy Wealth Services Team Address: 2000 W Cuthbert Ave, Midland, TX, 79701-5729, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Meet with clients, make trades, assist with financial planning, run GPM reports, meet with qualified plan trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
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