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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-22 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
412 N. Cedar Bluff Road Suite 101, Knoxville, TN 37923 • 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 | Knoxville | TN | 01/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Knoxville | TN | 01/2009 | Present |
(1)Name of Business: Address: 412 N Cedar Bluff Rd Ste 101, Knoxville, TN, 37923-3608, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/04/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of Michael Walton Trust, who is my brother in law (2)Name of Business: Marzolf Investment Group Address: 412 N Cedar Bluff Rd Ste 101, Knoxville, TN, 37923, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/10/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my support company that I do my business. (3)Name of Business: Marzolf Investment Group, LLC Address: 412 n. cedar bluff rd, #101 knoxville, tn 37923, Knoxville, TN, 37923, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 02/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: John Hancock, West Coast Life, First Colony, Prudential (4)Name of Business: NYPTC for Matchulat Trusts Address: 2967 Cardwell Chapel Rd, Lenoir City, TN, 37771, United States Activity Type: Control Person Position/Title: Trust protector (Acting) Investment Related: Yes Start Date: 03/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trust Protector
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-30 |
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