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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Amarillo | TX | 01/2024 | Present |
| Prothro, Wilhelmi & Company Pllc | Tyler | TX | 02/2023 | 01/2024 |
| Guidestone Capital Management | Dallas | TX | 05/2019 | 02/2023 |
| Hodges Capital Management | Dallas | TX | 05/2018 | 06/2018 |
| Amarillo Country Club | Amarillo | TX | 05/2014 | 08/2017 |
| Oklahoma State University | Stillwater | OK | 08/2015 | 05/2019 |
| Amarillo National Bank | Amarillo | TX | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Amarillo | TX | 06/2024 | Present |
(1)Name of Business: Amarillo National Bank Investment Services Address: 410 S Taylor St, Amarillo, TX, 79101-1555, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2024 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 | 2024-05-30 |
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