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Current Employers
Raymond James Investment Management

780 Carillon Parkway, St Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-03
TN RA APPROVED 2026-02-27
  • FL RA
    APPROVED
    Since 2026-03-03
  • TN RA
    APPROVED
    Since 2026-02-27

Branch Locations

Germantown, TN • United States

780 Carillon Parkway, St Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 12/2025
    Memphis, TN
  • 08/2025 → 08/2025
    Florida School Of Banking
    Gainesville, FL
  • 01/2026 → Present
    Carillon Fund Distributors, Inc.
    Germantown, TN
  • 01/2023 → Present
    Eagle Asset Management, Inc.
    Memphis, TN
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-13
S63 Uniform Securities Agent State Law Examination 2002-01-10
  • S65 Uniform Investment Adviser Law Examination
    2015-05-13
  • S63 Uniform Securities Agent State Law Examination
    2002-01-10

View on SEC IAPD

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