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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-30 |
Branch Locations
1921 E. 37Th Street Suite B2, Odessa, TX 79762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Corporation Of America | Odessa | TX | 11/1992 | 08/2018 |
| Unemployed | Wylie | TX | 08/2018 | 12/2019 |
| Raymond James Financial Services, Inc. | Odessa | TX | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Odessa | TX | 11/2022 | Present |
1) Name of Business: Community Wealth Advisors Address: 109 N Ballard Ave, Wylie, TX, 75098, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Treasurer, Associate/Employee, Officer - Secretary Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-21 |
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