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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
1626 S. Washington Street, Amarillo, TX 79102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Amarillo | TX | 05/2012 | 08/2017 |
| Raymond James Financial Services, Inc. | Amarillo | TX | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Amarillo | TX | 05/2026 | Present |
| Lpl Financial, Llc | Amarillo | TX | 08/2017 | 05/2026 |
(1) Name of Business: Caliber Wealth Management Address: 1626 S Washington St, Amarillo, TX, 79102, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/24/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: executive and responsible for day to day operations. Owner and Advisor (2) Name of Business: JMX2 LLC Address: 13375 Macarthur, Amarillo, TX, 79118, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Making sure bills and taxes are paid. Some upkeep which is outsourced (3) Name of Business: Rockin' JM Ranch & performance Horses llc Address: 13375 Macarthur Trail, Amarillo, TX, 79118, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Horse Breeding
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-16 |
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