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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-05 |
Branch Locations
13910 Champion Forest Drive 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, Inc. | Houston | TX | 05/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Houston | TX | 05/2009 | Present |
| Memorial Wealth Partners, Llc | Houston | TX | 04/2009 | Present |
(1)Name of Business: Mattaliano Family LP Address: 1407 Bowden Chase Ct., Spring, TX, 77379, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 11/05/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a limited partner in this entity. (2)Name of Business: Memorial Equities, LLC Address: 1407 Bowden Chase Ct., Spring, TX, 77379, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/05/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: "Member" of this LLC, which is the General Partner of Mattliano Family LP (3)Name of Business: Memorial Wealth Partners, LLC Address: 13910 Champion Forest Dr. Suite 101, Houston, TX, 77069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/30/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no other members...support LLC for RJFS office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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