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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-12 |
Branch Locations
412 N. Cedar Bluff Rd. Suite 101, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cogentblue Wealth | Knoxville | TN | 06/2023 | 12/2023 |
| Home Federal Bank Of Tn | Knoxville | TN | 10/2015 | 06/2023 |
| Unemployed | Knoxville | TN | 01/2024 | 03/2024 |
| Raymond James Financial Services, Inc. | Knoxville | TN | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Knoxville | TN | 06/2024 | Present |
(1)Name of Business: Marzolf Investment Group Address: 412 N Cedar Bluff Rd Ste 101, Knoxville, TN, 37923-3608, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Assist Jeff Marzolf in serving his Client's and support his business success.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S66 | Uniform Combined State Law Examination | 2007-03-29 |
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