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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
14951 Dallas Parkway Suite 820, Dallas, TX 75254 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 11/2021 | 05/2022 |
| Bank Of America | Dallas | TX | 07/2020 | 11/2021 |
| Wells Fargo Advisors | Peoria | IL | 01/2018 | 12/2018 |
| Blackshor Services | Peoria | IL | 08/2016 | 01/2018 |
| Bradley University | Peoria | IL | 08/2016 | 06/2020 |
| Wells Fargo Advisors | Peoria | IL | 09/2019 | 04/2020 |
| The Vanguard Group, Inc | Plano | TX | 05/2022 | 07/2024 |
| Raymond James Financial Services, Inc. | Dallas | TX | 07/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 07/2024 | Present |
(1)Name of Business: Munn Gray & Associates Address: 14951 Dallas Pkwy Ste 820, Dallas, TX, 75254-7892, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide existing clients help with their financial goals through building and executing financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
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