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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-02-11 |
| TX | RA | APPROVED | 2019-02-11 |
Branch Locations
1330 Lake Robbins Drive, The Woodlands, TX 77380 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Morgan City | LA | 08/2014 | 02/2019 |
| Raymond James Financial Services, Inc. | Morgan City | LA | 02/2019 | 07/2025 |
| Raymond James Financial Services Advisors, Inc. | Morgan City | LA | 02/2019 | Present |
| Woodforest Financial Services, Inc. | The Woodlands | TX | 07/2023 | Present |
| Woodforest National Bank | The Woodlands | TX | 09/2024 | Present |
(1) Name of Business: Woodforest Advisors Address: 1330 Lake Robbins Dr, The Woodlands, TX, 77380-3266, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a DBA for our Corporate RIA branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
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