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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-14 |
Branch Locations
2010 Birdcreek Drive Suite 100, Temple, TX 76502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Temple | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Temple | TX | 11/2016 | 11/2020 |
| Raymond James Financial Services Inc. | Temple | TX | 11/2020 | Present |
| Raymond James Financial Services Advisors | Temple | TX | 11/2020 | Present |
| Holmes Wealth Advisors, Llc | Temple | TX | 11/2020 | Present |
| Oakcrest Advisors | Temple | TX | 11/2020 | Present |
(1)Name of Business: Address: 333 Water Street, Belton, TX, 76513, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 05/09/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 412 East Central Ave, Belton, TX, 76513, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 07/13/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Belton Economic Development Corp is our city's economic development driver. Participant on the board of five with a director and assistant (3)Name of Business: Holmes Wealth Advisors, LLC Address: 2010 Birdcreek Dr Ste 100, Temple, TX, 76502, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for advisor employed business at RJ (4)Name of Business: Oakcrest Advisors Address: 2010 Birdcreek Dr Ste 100, Temple, TX, 76502-1027, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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