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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-04 |
| TN | RA | APPROVED | 2012-12-10 |
Branch Locations
256 Seaboard Lane Suite D103, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Nashville | TN | 12/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 12/2012 | Present |
(1)Name of Business: Address: 1700 Temple Avenue, Nashville, TN, 37215, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 07/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: writing a kids book about money and dogs :) (2)Name of Business: Address: 2218 Belmont Blvd #101, Nashville, TN, 37212, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/19/2022 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: Address: 1700 Temple Avenue, Nashville, TN, 37215, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/15/2025 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 bought a beach condo for personal use, and maybe some rental use (4)Name of Business: Address: 1700 Temple Avenue, Nashville, TN, 37215, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 01/01/2019 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 wrote a book (approved by RJFS compliance) and in that book i give a lot of generic life lessons about time being our most valuable currency- im going to share those thoughts on various platforms (5)Name of Business: Adams Wealth Partners Address: 2905 12th Ave S, Nashville, TN, 37204, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (6)Name of Business: David Adams and Chad Wohlers Address: 1700 Temple Ave, nashville, TN, 37215, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/18/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (7)Name of Business: David Adams and Maher Fawaz Address: 1700 Temple Avenue, nashville, TN, 37215, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own half the unit with my partner Maher and we rent it out... (8)Name of Business: David Adams Wealth Group Llc Address: 2905 12th Ave S, Nashville, TN, 37204, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (9)Name of Business: n/a Address: 1700 Temple Ave, Nashville, TN, 37215, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 11/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I wrote a book, compliance approved, but will be selling the book with a publisher handling it all (10)Name of Business: Santo LLC Address: Hillsboro road, nashville, TN, 37212, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 11/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-23 |
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