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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tomball | TX | 06/2024 | Present |
| Conroe Independent School District | Conroe | TX | 08/2020 | 05/2024 |
| Baylor University | Waco | TX | 08/2016 | 05/2020 |
| Woodforest Financial Services | Tomball | TX | 06/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Tomball | TX | 10/2024 | Present |
(1)Name of Business: Woodforest Wealth Address: 14235 FM 2920 Rd, Tomball, TX, 77377-5505, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor for RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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