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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| WY | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Casper | WY | 12/2022 | Present |
| Dxp Enterprises | Casper | WY | 02/2018 | 12/2022 |
| University Of North Dakota | Grand Forks | ND | 09/2017 | 02/2018 |
| Wydot | Torrington | WY | 05/2017 | 09/2017 |
| University Of Wyoming | Laramie | WY | 08/2012 | 05/2017 |
| Agility Wealth Management | Casper | WY | 12/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Casper | WY | 08/2024 | Present |
(1)Name of Business: Agility Wealth Management Address: 147 S McKinley St, Casper, WY, 82601-2744, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/07/2024 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 using DBA Agility Wealth Management (2)Name of Business: BCW Financial Consultants LLC Address: 147 S McKinley St, Casper, WY, 82601-2744, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2023 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
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