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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
304 N Washington Avenue, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cookeville | TN | 01/1997 | Present |
| Raymond James Financial Services Advisors, Inc | Cookeville | TN | 01/2009 | Present |
| Church | Cookeville | TN | 06/2010 | Present |
| 304 Generational Wealth Management | Cookeville | TN | 05/2023 | 04/2024 |
| 304 Family Wealth | Cookeville | TN | 09/2024 | Present |
(1)Name of Business: 304 Family Wealth Address: 304 N Washington Ave, Cookeville, TN, 38501-4226, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (2)Name of Business: Cookeville First United Methodist Church Address: 165 E. Broad St.; Cookeville, TN 38501, Cookeville, TN, 38501, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/21/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: committee reviews budget and quarterly financials
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-06 |
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