Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-06-12
  • AL RA
    APPROVED
    Since 2024-06-12

Branch Locations

306 Regency Court, Dothan, AL 36305 • 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
Troy Bank And Trust Dothan AL 03/2010 04/2024
Wiregrass Wealth Management Llc Dothan AL 04/2024 Present
Raymond James Financial Services, Inc. Dothan AL 04/2024 Present
Raymond James Financial Services Advisors, Inc Dothan AL 06/2024 Present
  • 03/2010 → 04/2024
    Troy Bank And Trust
    Dothan, AL
  • 04/2024 → Present
    Wiregrass Wealth Management Llc
    Dothan, AL
  • 04/2024 → Present
    Raymond James Financial Services, Inc.
    Dothan, AL
  • 06/2024 → Present
    Dothan, AL
Other Businesses

(1)Name of Business: Danmarx Holdings LLC Address: 700 Grove Park Ln, Dothan, AL, 36305, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a passive real estate holding company; bookkeeping as needed (2)Name of Business: Danmarx LLC d/b/a Turf and Timber Address: 700 Grove Park Ln, Dothan, AL, 36305, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: bookkeeping and accounting oversight as needed (3)Name of Business: Guardian Life/ CTL Mobile LLC Address: 306 Regency Ct, Dothan, AL, 36305-1229, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be an independently contracted broker for Guardian Life insurance. Initially I will serving as a servicing agent for existing disability policies owned by current clients, and eventually, able to submit new business. RJ does not have a servicing agreement with Guardian on the disability and life insurance side (only annuity) so this is being disclosed as an OBA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
  • S66 Uniform Combined State Law Examination
    2024-05-06
Other Names
  • Walter Ellis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dothan, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor