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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| AL | RA | APPROVED | 2012-08-15 |
| GA | RA | APPROVED | 2010-03-23 |
Branch Locations
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. | West Point | GA | 03/2010 | Present |
| Raymond James Financial Services Advisors, Inc | West Point | GA | 03/2010 | Present |
| Client First Financial Services, Llc | West Point | GA | 10/2010 | Present |
(1)Name of Business: Client First Financial Services, LLC Address: 802 1st Ave, West Point, GA, 31833, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/28/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner Support Company (2)Name of Business: MIssionSource Ministries Address: 802 Avenue, West Point, Ga, West Point, GA, 31833, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 05/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I serve as Trustee with 4 other trustees on board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-30 |
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