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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-02-05 |
Branch Locations
13910 Champion Forest Dr Suite 101, Houston, TX 77069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Houston | TX | 02/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Houston | TX | 02/2010 | Present |
(1)Name of Business: Address: 303 Lost Rock Drive, Webster, TX, 77598, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/22/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Identifying Medicare eligible prospects and presenting solutions for the expenses Medicare doesn't covered (2)Name of Business: Address: 303 lost rock drive, Webster, TX, 77598, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/18/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a few clients, 3 presently, for whom I prepare income taxes. They are long time clients and friends. I do not charge for the service.. I only do this during tax season. The individuals are fully aware this is not a Raymond James activiy. It only takes me a couple of hours each year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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