Jeffrey R Small

C19

IAR CRD 4199588·Industry start 2003-08-29

Identity

Legal name

Jeffrey R Small

CRD

4199588

NPN

—

Career

Previous employments

RAYMOND JAMES FINANCIAL SERVICES, INC.2018-12-24

WELLS NELSON & ASSOCIATES, L.L.C.2017-10-05

Current branches

CABOT LODGE SECURITIES LLC

TRINITY STRATEGIC WEALTH

Designations

—

Education

—

BrokerCheck signals

Industry start

2003-08-29

Est. age

45

Age confidence

—

Est. birth year

1981

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

TULSA WEALTH ADVISORS, INC.