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Amanda Elaine Montz
AMANDA ELAINE FLEMING, AMANDA ELAINE LOPASSER
CRD#: 4770003
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 106 Ecor Rouge Place
Fairhope, AL 36532
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 106 ECOR ROUGE PLACE
FAIRHOPE, AL 36532
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2021 - 2021 (<1 year)2 FIRMS2021 - Present (3 years)BBBVA SECURITIES INC. (CRD# 27060)2013 - 2021 (8 years)BBBVA COMPASS INVESTMENT SOLUTI... (CRD# 17086)2004 - 2013 (9 years)IAPNC MANAGED ACCOUNT SOLUTIONS,... (CRD# 110476)2014 - 2021 (7 years)
License(s)

State Registrations

B
Alabama 11/5/2021

B
Nebraska 4/29/2024

IA
Alabama 11/5/2021

B
New Mexico 1/8/2024

B
California 9/6/2023

B
North Carolina 1/19/2022

B
Florida 11/5/2021

B
Ohio 1/13/2022

B
Georgia 4/21/2023

B
South Carolina 10/18/2024

B
Mississippi 11/5/2021

B
Tennessee 11/5/2021

B
Missouri 11/8/2024

B
Texas 6/6/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
106 Ecor Rouge Place, Fairhope, AL 36532
Registered with this firm since 11/5/2021

B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
106 ECOR ROUGE PLACE, FAIRHOPE, AL 36532
Registered with this firm since 11/5/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/18/2021 - 11/16/2021 PNC INVESTMENTS (CRD#:129052) DAPHNE, AL
B
08/16/2021 - 11/16/2021 PNC INVESTMENTS (CRD#:129052) DAPHNE, AL
IA
07/10/2014 - 08/17/2021 PNC MANAGED ACCOUNT SOLUTIONS, INC. (CRD#:110476) DAPHNE, AL
B
05/16/2013 - 08/16/2021 BBVA SECURITIES INC. (CRD#:27060) PENSACOLA, FL
B
03/18/2004 - 05/16/2013 BBVA COMPASS INVESTMENT SOLUTIONS, INC (CRD#:17086) SPANISH FORT, AL
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.