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780 Carillon Parkway, St Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-03 |
| TN | RA | APPROVED | 2026-02-27 |
Branch Locations
Germantown, TN • United States
780 Carillon Parkway, St Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 07/2014 | 12/2025 |
| Florida School Of Banking | Gainesville | FL | 08/2025 | 08/2025 |
| Carillon Fund Distributors, Inc. | Germantown | TN | 01/2026 | Present |
| Eagle Asset Management, Inc. | Memphis | TN | 01/2023 | Present |
(1)Name of Business: Address: 2868 Rue Jordan Cv, Germantown, TN, 38138, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the home we are renting for one week...this is our personal home, we do not own any regular rental homes. this is for a local golf tournament (2)Name of Business: Address: 5443 Jodie Jacobs Rd, Rives, TN, 38253, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Chateau Gardens Home Owners Association Address: 2868 Rue Jordan Cv, Germantown, TN, 38138, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 03/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of HOA - we meet 1x per year and I forward emails from the city to the HOA members. (4)Name of Business: Hammer-N-Punch Designs Address: 2868 Rue Joredan Cove, Germantown, TN, 38138, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do woodworking and design and retail sporting equipment (5)Name of Business: The Breast Cancer Eradication Initiative; Pink Ribbon Open Address: 2868 Rue Jordan Cv, Germantown, TN, 38138, United States Activity Type: Non profit Position/Title: Chair of the Board, Board Member Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board meetings, fund raising for cause, event planning; The Breast Cancer Eradication Initiative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-10 |
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