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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afam Capital, Inc. | Austin | TX | 06/2016 | 09/2018 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 10/2018 | 05/2021 |
| Kovitz Securities, Llc | Chicago | IL | 06/2019 | 05/2021 |
| Raymond James Financial Services Inc | Lubbock | TX | 05/2021 | Present |
| Raymond James Financial Services Advisors | Lubbock | TX | 05/2021 | Present |
| Goodline Brewery | Lubbock | TX | 06/2023 | 06/2023 |
| Grady Henly Decorators | Lubbock | TX | 11/2021 | Present |
(1)Name of Business: B Staley LLC Address: 4010 82nd St., Lubbock, TX, 79423, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2017-10-02 |
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