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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-17 |
Branch Locations
708 W Scharbauer Dr Suite A4, Midland, TX 79705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2014 | 05/2019 |
| Raymond James Financial Services, Inc. | Midland | TX | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Midland | TX | 05/2019 | Present |
(1)Name of Business: Permian Wealth Management Address: 708 W Scharbauer Dr Ste 4A, Midland, TX, 79705, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/22/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Representative (2)Name of Business: RT Crude LP Address: 708 W Scharbauer Dr Ste 4A, Midland, TX, 79705-8926, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 03/06/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minimal duties of maintaining current pay on bills and deposits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-09 |
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