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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2010-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rcb Bank | Cushing | OK | 07/2007 | 12/2016 |
| Raymond James Financial Services, Inc | Cushing | OK | 01/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Cushing | OK | 01/2010 | Present |
| Rcb Wealth Management | Cushing | OK | 07/2007 | 12/2016 |
| Grace Financial Planning | Cushing | OK | 12/2016 | Present |
(1)Name of Business: Grace Financial Planning Address: 300 N Harrison Ave Ste 103, Cushing, OK, 74023, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/FA (2)Name of Business: JMSG properties Address: 823 S Little Ave, Cushing, OK, 74023-4812, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/15/2025 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 own the building throught JMSG for use by Grace Financial Planning. no other tenants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-28 |
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