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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-24 |
| CA | RA | APPROVED | 2021-02-10 |
| TX | RA | APPROVED_RES | 2021-02-04 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
1476 N Mount Juliet Rd, Mount Juliet, TN 37122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mt. Juliet | TN | 10/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Mount Juliet | TN | 01/2009 | Present |
| Wilson Bank & Trust | Mount Juliet | TN | 10/1999 | Present |
| Wilson Bank & Trust Investment Services | Mount Juliet | TN | 09/2020 | 04/2025 |
(1)Name of Business: Blues Brokers / Sweet'n3 Address: 4171 Rockdale Fellowship Rd, Mt Juliet, TN, 37122, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 05/29/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We play live music, mostly for charitable causes but some paid gigs such as weddings, private parties, live venues. 1099s are occasionally generated by those who hire the bands. My duties are booking, organization and lead singer. (2)Name of Business: James Whatley - Owner Address: 4171 Rockdale Fellowship Rd, Mt Juliet, TN, 37122, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage three properties in middle TN that I own with my spouse jointly. Most of the management is handled by my spouse. 1)Condo - Downtown Nashville leases for 1 year or more. 2)Lakehouse in Smithville TN rents nightly on occasion (0-10 days per month) 3) Residence in Mt Juliet TN leases for 1 year or more (3)Name of Business: WBT Wealth Management Address: 1476 N Mount Juliet Rd, Mount Juliet, TN, 37122-3341, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-21 |
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