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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
| TN | RA | APPROVED | 2024-02-27 |
Branch Locations
20 Burton Hills Blvd Suite 450, Nashville, TN 37215 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Nashville | TN | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 02/2024 |
| Raymond James Financial Services, Inc. | Nashville | TN | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 02/2024 | Present |
| Pinnacle | Nashville | TN | 02/2024 | Present |
| Pinnacle | Nashville | TN | 02/2024 | Present |
| Radnor Capital Partners | Nashville | TN | 08/2024 | Present |
(1)Name of Business: AEROBUILD/ Coast Address: 1015 W Kirkland Ave Suite 420, Nashville, TN, 37216, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Quarterly discussions about the business (2)Name of Business: Charming Tradesman, LLC Address: Nashville, TN, 37204, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife will consulting and working in this restaurant (3)Name of Business: Cucina e Vino Address: Nashville, TN, 37204, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are partnering in a Restaurant in Germantown in Nashville. We are working with Craig Schoen, Jake Howell and Yuriko Say who own a restaurant in Nashville currently. This partnership, Cucina e Vino, will invest in Charming Tradesman LLC which I have another OBA for. She will also be doing restaurant consulting and menu fullfillment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-25 |
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