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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2014-10-31 |
| NM | RA | APPROVED | 2012-09-14 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
5700 Granite Parkway Suite 320, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Plano | TX | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Plano | TX | 01/2009 | Present |
(1)Name of Business: Bell & Valente Wealth Services Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Bell & Valente, LLC Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/28/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing partner (3)Name of Business: Stock Jock Management, LLC Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093-4815, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager of a pass through entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-31 |
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