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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-23 |
Branch Locations
6150 Shallowford Road Suite 106, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chattanooga | TN | 03/2018 | Present |
| Keystone Financial, Llc | Chattanooga | TN | 03/2018 | 08/2019 |
| Nacho Madres | Ringgold | GA | 09/2023 | Present |
| Colours By Design | Ringgold | GA | 09/2015 | Present |
| Raymond James Financial Services Advisors, Inc | Chattanooga | TN | 04/2024 | Present |
(1)Name of Business: Colours By Design, Inc Address: 5261 Boynton Dr, Ringgold, GA, 30736, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/03/2006 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bookeeping, Admin (2)Name of Business: True North Advisors, LLC Address: 6150 Shallowford Rd Ste 106, Chattanooga, TN, 37421-7218, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
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