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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED_RES | 2020-02-26 |
| TN | RA | APPROVED | 2014-03-31 |
Branch Locations
240 Forest Ave Suite 202, Chattanooga, TN 37405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Chattanooga | TN | 03/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Chattanooga | TN | 03/2014 | Present |
| Refinery 423 Mercantile | Chattanooga | TN | 02/2016 | 05/2021 |
| Lawson Winchester Wealth Management | Chattanooga | TN | 04/2014 | 05/2020 |
| City Of Chattanooga Office Of Multicultural Affairs Advsry Board | Chattanooga | TN | 10/2019 | 11/2021 |
(1) Name of Business: Address: 240 Forest Avenue Unit 201, Chattanooga, TN, 37405, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchasing commercial condo for rental purposes. Renting to Pax Wealth Group, LLC.\n\n (2) Name of Business: Pax Wealth Group Address: 240 Forest Avenue, Suite 202, Chattanooga, TN, 37405, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/22/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner/Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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