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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-30
MO RA APPROVED 2025-05-30
TX RA APPROVED 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30
  • MO RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-30

Branch Locations

12240 Inwood Rd Ste 450, Dallas, TX 75244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-11
  • S66 Uniform Combined State Law Examination
    2017-11-11
Other Names
  • Chad Hoener
  • Chad E Hoener

View on SEC IAPD

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