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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-30 |
| MO | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 11/2021 |
| Quincy Recycle | Quincy | IL | 06/2011 | 04/2017 |
| Unemployed | Wildwood | MO | 04/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Quincy | IL | 11/2021 | 05/2025 |
| Bank Of America, N.A. | Quincy | IL | 01/2022 | 05/2025 |
| Raymond James Financial Services Inc. | Dallas | TX | 05/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 05/2025 | Present |
| Fontana Financial Planning | Dallas | TX | 05/2025 | Present |
(1)Name of Business: Dallas Wealth Advisors Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Another LLC which is held out.\nFinancial Advisor (2)Name of Business: Fontana Financial Planning Address: 12240 Inwood Rd Ste 450, Dallas, TX, 75244-8087, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/30/2025 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: R & H 7091 Holdings, LLC Address: 3430 Timberline Drive, Quincy, IL, 62305, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/23/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-11 |
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