Mary E. Owens
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CRD#: 3073787
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mary Eugenia Owens, who also goes by Mary Eugenia Bunnell, Mary Eugenia Murray, was a registered financial professional .
Mary is a previously registered financial professional and started their career in finance in 1998. Mary had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Mary Eugenia Bunnell | Mary Eugenia Murray
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Address: 3501 Eagles Landing, Jones, OK, 73049, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 12/12/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I prepare tax returns for family members. I am a CPA with a Master's degree in Taxation. I do not charge a fee for my services. (2)Name of Business: Edward McCabe Company LLC Address: 3501 Eagles Landing, Jones, OK, 73049, United States Activity Type: Personal/Private Investment Position/Title: Partner Investment Related: No Start Date: 05/31/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One of four managing partners in family LLC, which holds family mineral rights. (3)Name of Business: Heart Production, Inc DBA Estate Planning from the Heart Address: 3501 Eagles Landing, Jones, OK, 73049, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/29/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be writing books and creating videos on estate planning the covers the emotional aspects of estate planning, the administrative planning aspect, and more. This entity will be receive fixed consulting payment from the sale of Owens Estate & Wealth (4)Name of Business: Owens Estate and Wealth Strategies Group Address: 3501 Eagles Landing, Jones, OK, 73049, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (5)Name of Business: Owens Property Management Address: 3501 Eagles Landing, Jones, OK, 73049, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/1986 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of building
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
May 17, 2010 - June 7, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Jones, OK
Past
January 2, 2009 - June 7, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Jones, OK
Past
December 15, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
GRASS VALLEY, CA
Past
December 12, 2008 - May 17, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
GRASS VALLEY, CA
Past
May 28, 2004 - December 26, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
GRASS VALLEY, CA
Past
May 28, 2004 - December 26, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
GRASS VALLEY, CA
Past
March 29, 2001 - June 2, 2004
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
GRASS VALLEY, CA
Past
July 29, 1998 - June 2, 2004
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
RAYMOND JAMES FINANCIAL SERVICES, INC.
INVESTMENT MANAGEMENT & RESEARCH, INC | RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES | RAYMOND JAMES ADVISORY SERVICES
CRD#: 6694 / SEC#: , 8-17983
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Phone number
(727) 567-1000
Established
Florida since 09/12/1973
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | OWNER | |
| BARKO, SHAWN JOSEPH | CHIEF COMPLIANCE OFFICER | 2690394 |
| CURTIS, SCOTT | DIRECTOR | 1707935 |
| ELWYN, TASHTEGO SPRING | DIRECTOR | 2319098 |
| GEIS, WILLIAM CHRISTIAN | DIRECTOR | 2171250 |
| GRIGAS CALIGIURI, KARA | PRINCIPAL FINANCIAL OFFICER, FINOP | 2146027 |
| KRUCHTEN, STEPHEN EDWARD | DIRECTOR | 1645287 |
| REID, SHANNON BELVEAL | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | 4815189 |
| RUST, KEITH G | PRINCIPAL OPERATIONS OFFICER | 5915636 |
| SANTELLI, JONATHAN | GENERAL COUNSEL | 6306997 |
Disclosures
| Regulatory Event | 128 |
| Arbitration | 76 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RAYMOND JAMES FINANCIAL SERVICES, INC.
Financial AdvisorCRD#: 6694TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
