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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sulphur Springs | TX | 12/2025 | Present |
| Plains Capital Bank | Fort Worth | TX | 05/2025 | 08/2025 |
| Northwestern Mutual | Fort Worth | TX | 03/2024 | 08/2024 |
| Texas Christian University Housing And Residence Life | Fort Worth | TX | 08/2022 | 12/2025 |
| Trutan | Sulphur Springs | TX | 04/2022 | 08/2022 |
| Sulphur Springs Isd | Sulphur Springs | TX | 08/2021 | 05/2022 |
| Funkymunky | Granbury | TX | 05/2021 | 08/2021 |
| Board And Brush | Granbury | TX | 05/2020 | 07/2021 |
| Sulphur Springs Middle School | Sulphur Springs | TX | 01/2016 | 08/2018 |
| Sulphur Springs High School | Sulphur Springs | TX | 08/2018 | 05/2020 |
| Texas Christian University | Fort Worth | TX | 08/2022 | 12/2025 |
| Raymond James Financial Services Advisors, Inc | Sulphur Springs | TX | 05/2026 | Present |
(1)Name of Business: Rising Wealth Management Address: 513 Oak Ave, Sulphur Springs, TX, 75482-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor in Training
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
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