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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-05 |
| OK | RA | APPROVED | 2018-06-04 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Oklahoma City | OK | 12/2008 | 06/2018 |
| Raymond James Financial Services, Inc. | Edmond | OK | 06/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Edmond | OK | 06/2018 | Present |
(1)Name of Business: AAMS.R.BLESSINGS,LLC Address: 2964 Via Esperanza, Edmond, OK, 73013, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To manage office building upkeep that my financial planning firm is a tenant (2)Name of Business: Heidenreich Wealth Management, LLC. Address: 2964 Via Esperanza, Edmond, OK, 73013, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/04/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: LOGAN COUNTY RURAL WATER BOARD DISTRICT 1 Address: 8901 S Sooner Rd., Guthrie, OK, 73044, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To advise the management of the the Rural Water District as to the continued business and maintenance of the district.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-14 |
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