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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-08 |
| TN | RA | APPROVED | 2018-10-02 |
Branch Locations
1550 West Mcewen Drive Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 09/2018 |
| Raymond James & Associates | Franklin | TN | 09/2018 | Present |
(1)Name of Business: Phoebetown, LLC Address: 1440 Bernard Way, Franklin, TN, 37067, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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