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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mckenzie | TN | 01/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Mckenzie | TN | 01/2009 | Present |
| Flex Fitness | Brownsville | TN | 01/2012 | Present |
| Carroll Bank & Trust | Mckenzie | TN | 01/2007 | Present |
| Centre Storage | Mckenzie | TN | 01/2009 | 07/2019 |
| Carroll Bank & Trust | Mckenzie | TN | 05/2014 | Present |
(1)Name of Business: CB&T Financial Address: 19510 Main St W, Huntingdon, TN, 38201 , United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/18/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offer financial advice to customers. (2)Name of Business: McKenzie Medical Center Address: 205 Hospital Dr., McKenzie, TN, 38201, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 07/17/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I help guide the two owners (one is my father) with various business management decisions at the clinic. We meet once a week with our accountant and chief operating officer to discuss strategy and monitor progress. (3)Name of Business: Merrick Ramshur Partnership Dba Flex Fitness Address: 5 North Court Square, Brownsville, TN, 38012, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/27/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do not plan on working at this business. We will have a manager to run this business for us. (4)Name of Business: MMT Properties Address: 246 Carroll Lake Rd, McKenzie , TN, 38201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 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 am the sole owner of the business. I will be in charge of renting the property, collecting the rent, and paying the bills. (5)Name of Business: MRH Holdings Address: 246 Carroll Lake Rd, McKenzie , TN, 38201, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
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