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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
Branch Locations
895 Fish Creek Thoroughfare Montgomery, Montgomery, TX 77316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2024 | 01/2025 |
| Sterling Ridge Family Cosmetic Dentistry/Erica K Baker Dds Pllc | The Woodlands | TX | 07/2020 | 12/2023 |
| Coledent At Exxon Campus | Spring | TX | 08/2017 | 07/2020 |
| Blvd Dentistry /Justin Dental Heights Pllc | Houston | TX | 03/2015 | 08/2017 |
| Woodforest Wealth | Montgomery | TX | 01/2025 | Present |
| Woodforest National Bank | Montgomery | TX | 01/2025 | Present |
| Raymond James Financial Services, Inc. | Montgomery | TX | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Montgomery | TX | 01/2025 | Present |
(1)Name of Business: SHT Land Holdings Address: 929 Four Notch Rd, Huntsville, TX, 77340, United States Activity Type: Agriculture/Farming Position/Title: Officer - Vice President Investment Related: No Start Date: 12/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: land owner (2)Name of Business: Woodforest National Bank Address: 895 Fish Creek Thoroughfare, Montgomery, TX, 77316, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/17/2025 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: Woodforest Wealth Address: 895 Fish Creek Thoroughfare, Mongtomery, TX, 77316, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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