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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-24 |
| AL | RA | APPROVED | 2017-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Dothan | AL | 02/2009 | 03/2017 |
| Raymond James Financial Services, Inc. | Dothan | AL | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Dothan | AL | 04/2017 | Present |
(1) Name of Business: Address: Dothan, AL, 36303, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/18/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: St. Columba Church Address: 2700 W Main Street, Dothan, AL, 36301, United States Activity Type: Religious Position/Title: Other, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I now serve as Chairman of the board. Review and approve budget. (3) Name of Business: Wiregrass Wealth Management, LLC Address: 306 Regency Ct Ste 1, Dothan, AL, 36305, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All business activity is conducted through Raymond James Financial Services. This is a DBA name only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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