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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| LA | RA | APPROVED | 2017-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Monroe | LA | 07/2015 | Present |
| Booth Wealth Management | Monroe | LA | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Monroe | LA | 02/2017 | Present |
| Jlb Wealth Management, Llc | Monroe | LA | 01/2019 | Present |
(1) Name of Business: Booth Wealth Management Address: 1861 Hudson Circle, Monroe, LA, 71201, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/02/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor as well as Office Manager (2) Name of Business: JLB Wealth Management, LLC Address: 216 E Frenchmans Bend Road, Monroe, LA, 71203, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/07/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created the LLC because I am an independent Advisor with RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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