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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-15 |
Branch Locations
5844 John Hickman Pkwy Suite 220, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2014 | 05/2020 |
| Bank Of America, N.A. | Plano | TX | 10/2014 | 05/2020 |
| Raymond James & Associates, Inc | Prosper | TX | 05/2020 | Present |
(1)Name of Business: Blue Oak Design And Remodel LLC Address: 5508 big river dr, the colony, TX, 75056, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/18/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1 % owner, not active in day to day activities. (2)Name of Business: DWC Real Estate LLC Address: 2140 Falcon Ridge Dr, Carrollton, TX, 75010, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 08/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Silent partner of DWC Real estate LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-18 |
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