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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-20 |
Branch Locations
4601 Buffalo Gap Rd Suite A-1, Abilene, TX 79606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Abilene | TX | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Abilene | TX | 11/2016 | 08/2020 |
| Raymond James Financial Services Advisors, Inc. | Abilene | TX | 08/2020 | Present |
| Raymond James Financial Services, Inc. | Abilene | TX | 08/2020 | Present |
(1)Name of Business: Experience Life International 360 Address: 1218 Queens Ct, Abilene, TX, 79602, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/04/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ensure tax compliance, guide the coaching staff, maintain relationships with institutions (2)Name of Business: Presley Family LLC Address: 1218 Queens Ct, Abilene, TX, 79602, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/18/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage rental property (3)Name of Business: Presley Wealth Stewards Address: 4601 Buffalo Gap Rd Ste A1, Abilene, TX, 79606-3361, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/23/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial planning, portfolio development and management, investments, marketing; business operations, business bookkeeping;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-05 |
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