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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2016 | 10/2019 |
| Glass Magic | San Angelo | TX | 10/2016 | 12/2016 |
| San Angelo Independent School District | San Angelo | TX | 09/2016 | 12/2016 |
| Homemaking | San Angelo | TX | 07/2016 | 09/2016 |
| Ubs Financial Services Inc | San Angelo | TX | 11/2019 | 08/2023 |
| Sentinel Wealth Group, Llc | San Angelo | TX | 08/2023 | Present |
| Raymond James Financial Services, Inc. | San Angelo | TX | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Angelo | TX | 08/2023 | Present |
(1)Name of Business: Sentinel Wealth Group LLC Address: 3294 Sherwood Way, SAN ANGELO, TX, 76901-3565, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operations, bookkeeping, tax reporting (2) ) Name of Business: Divorce Resource TX LLC Address: 3294 Sherwood Way, SAN ANGELO, TX, 76901-3565, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-06 |
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