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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | North Richland Hills | TX | 03/2004 | Present |
| Accounting / Cpa / Tax Preparation | Ft. Worth | TX | 06/2006 | Present |
| Raymond James Financial Services Advisors, Inc | North Richland Hills | TX | 01/2009 | Present |
| Measom Financial, Inc | Richland Hills | TX | 03/2004 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Succession Planning Investment Related: No Start Date: 01/02/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: I am working to have a smooth transition of business for our succession plan. (2)Name of Business: Measom Financial, Inc Address: 5592 Davis Blvd Ste 400, North Richland Hills, TX, 76180, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support to Financial Planning (3)Name of Business: Pointe Wealth Management Address: 95 S 100 E, Payson, UT, 84651, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/30/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Manager- This is a DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-08 |
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