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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-15 |
| TN | RA | APPROVED | 2022-12-15 |
Branch Locations
745 South Church Street, Suite #127F, Murfreesboro, TN 37130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Albany | NY | 12/2005 | 03/2022 |
| Raymond James Financial Services, Inc. | Murfreesboro | TN | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Murfreesboro | TN | 03/2022 | Present |
| Canfield Wealth Partners | Murfreesboro | TN | 04/2022 | Present |
| Crux Wealth Advisors | Murfreesboro | TN | 03/2022 | 07/2024 |
(1)Name of Business: Canfield Wealth Partners, LLC Address: 745 S. Church Street Suite #127F, Murfreesboro, TN, 37130, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 04/08/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth planning/Financial Planning/Retirement Planning; All services my licensing/role accomodates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-21 |
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