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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2012-08-24 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
1420 Knickerbocker Road, San Angelo, TX 76904 • United States
Tuscola, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Angelo | TX | 08/1990 | Present |
| Raymond James Financial Services Advisors, Inc | San Angelo | TX | 01/2009 | Present |
| Westex Investment Services, Inc | San Angelo | TX | 08/2009 | Present |
| The Bank & Trust | San Angelo | TX | 08/2019 | Present |
| Sf&H Real Estate Investment | San Angelo | TX | 08/2013 | 02/2017 |
(1)Name of Business: Foster Address: 141 Olympia Ln, Tuscola, TX, 79562, United States Activity Type: Control Person Position/Title: Power of Attorney (Named Only) Investment Related: No Start Date: 08/14/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA for spouse - Joan Foster (2)Name of Business: Foster, Chester Address: 141 Olympia Lane, Tuscola, TX, 79562, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 07/12/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. POA for my 95 year old father, Bill payment and income tax filing (3)Name of Business: The Bank and Trust Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advice (4)Name of Business: Westex Investment Services, Inc Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904-5516, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/04/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-04-27 |
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