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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
333 E. Bethany Drive Suite I120, Allen, TX 75002 • United States
333 East Bethany Drive Suite I-110, Allen, TX 75002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-12 |
Branch Locations
333 East Bethany Drive Suite I-110, Allen, TX 75002 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Allen | TX | 06/2023 | Present |
| State Farm | Richardson | TX | 01/2014 | 08/2021 |
| Superpowers Hq | Allen | TX | 11/2021 | 02/2022 |
| First Choice Financial Planning | Allen | TX | 08/2023 | Present |
| N/A | Plano | TX | 05/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Allen | TX | 11/2025 | Present |
(1) Name of Business: Dawson Private Wealth Address: 333 E Bethany Dr Ste I120, Allen, TX, 75002-3813, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide financial advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-26 |
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