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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-08 |
Branch Locations
204 N. Penelope Street Suite A, Belton, TX 76513 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services, Inc. | San Antonio | TX | 03/2016 | 06/2020 |
| Raymond James Financial Services, Inc. | Belton | TX | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Belton | TX | 07/2020 | Present |
(1)Name of Business: Oak Crest Advisors, LLC Address: 204 N Penelope Street, Belton, TX, 76513, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Operations Manager/Branch Manager delegate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-26 |
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