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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-17
  • TX RA
    APPROVED
    Since 2025-01-17

Branch Locations

895 Fish Creek Thoroughfare Montgomery, Montgomery, TX 77316 • 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 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
  • 01/2024 → 01/2025
    St Louis, MO
  • 07/2020 → 12/2023
    Sterling Ridge Family Cosmetic Dentistry/Erica K Baker Dds Pllc
    The Woodlands, TX
  • 08/2017 → 07/2020
    Coledent At Exxon Campus
    Spring, TX
  • 03/2015 → 08/2017
    Blvd Dentistry /Justin Dental Heights Pllc
    Houston, TX
  • 01/2025 → Present
    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
    Montgomery, TX
Previous Registrations
  • 2024-06-06 → 2025-01-22
    Conroe, TX
    St Louis, MO
    Montgomery, TX
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-30
Other Names
  • Megan Horton

View on SEC IAPD

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