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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Odessa | TX | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Odessa | FL | 05/2009 | Present |
| Community Wealth Advisors Llc | Wylie | TX | 08/2020 | Present |
(1)Name of Business: Community Wealth Advisors LLC Address: 1921 E. 37th Street, Odessa, TX, 79762, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I use Community Wealth Advisors LLC (CWA) for managing business for both offices (Odessa & Wylie Satellite) and use the name as a DBA and include it on our RJ website. We are in the process of expanding the website to cover both offices (Odessa & Wylie Satellite) (2)Name of Business: University of Texas, Permian Basin Address: 4901 E University Blvd, Odessa, TX, 79762, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Become a member of UTPB's Business Advisory Committee. This committee would meet every quarter for the purpose of providing general local business feedback with regard to helping the University optimize their plans for growth. (3)Name of Business: Wilsonian Properties LLC Address: 109 N Ballard Ave, Wylie, TX, 75098, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-12 |
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