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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2013 | 02/2022 |
| Raymond James Financial Services, Inc | Snyder | TX | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Snyder | TX | 02/2022 | Present |
(1) Name of Business: Address: 125 Abby Gail Dr., Longview, TX, 75605, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing rental properties (2) Name of Business: Axis Equity Holdings, LLC Address: 125 Abby Gail Dr, Longview, TX, 75605, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for real estate (3) Name of Business: Axis Private Wealth, LLC Address: 2793 Alpine St, Longview, TX, 75605, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Owner\nFinancial Advisor (4) Name of Business: LKCC Alpine, LLC Address: 2793 Alpine St, Longview, TX, 75605-8407, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: RST Equity Holdings, LLC Address: 2911 Alpine Rd, Longview , TX, 75605, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and two friends are investing in buying a storage facility. We will have an Employee manage the day to day operations and will be mostly hands off for us. We will all oversee the books and making sure the facility is being run properly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-03 |
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