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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Waco | TX | 07/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Waco | TX | 07/2009 | Present |
| Green & Wolfe Portfolio Management Group, Llc. | Waco | TX | 01/2014 | 06/2023 |
(1) Name of Business: Craven E Green Portfolio Management, LLC Address: 1200 West Highway 6, Suite 5, Waco, TX, 76712, Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/05/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-19 |
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