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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 02/2019 |
| Raymond James Financial Services,Inc | Tomball | TX | 02/2019 | Present |
| Raymond James Financial Services Inc, Advisors | Tomball | TX | 02/2019 | Present |
| Woodforest Financial Services | Tomball | TX | 02/2019 | Present |
(1)Name of Business: Oak Ridge Baptist Church Address: 500 East Oak Hill Dr, Spring, TX, 77386, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/05/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a member of the executive council, members meet monthly and review various items and issues for the church. The council is meant to provide feedback and advice to the senior pastor of the church. The committee or myself will not have control over the use of funds. I will not have decision making power of how the funds are used. (2)Name of Business: WOODFOREST WEALTH Address: 14235 Fm 2920 Rd, Tomball, TX, 77377, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: VICE PRESIDENT, WOODFOREST WEALTH STRATEGIES AND FINANCIAL ADVISOR, FOR RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
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