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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
1200 Veterans Blvd, Del Rio, TX 78840 • United States
1420 Knickerbocker Road, San Angelo, TX 76904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Franklin | TN | 01/2022 | 03/2023 |
| Texas Tech University | Lubbock | TX | 08/2015 | 05/2019 |
| Field, Manning, Stone, Hawthorne, And Aycock P.C. | Lubbock | TX | 05/2018 | 08/2019 |
| Lee Financial | Dallas | TX | 06/2020 | 08/2020 |
| Hawsgoodwin Wealth | Franklin | TN | 06/2021 | 12/2021 |
| Mercer Global Advisors Inc. | Franklin | TN | 03/2023 | 05/2024 |
| The Bank And Trust | San Angelo | TX | 10/2025 | Present |
| Raymond James Financial Services, Inc. | San Angelo | TX | 06/2024 | Present |
| Texas Tech University | Lubbock | TX | 08/2015 | 05/2021 |
| Raymond James Financial Services Advisors, Inc. | San Angelo | TX | 10/2024 | Present |
(1)Name of Business: Westex Investment Services Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904-5516, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/17/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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