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2681 Townsend Ct., Clarksville, TN 37043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarksville | TN | 02/2014 | 10/2024 |
| Raymond James Financial Services Advisors Inc. | Clarksville | TN | 05/2015 | 10/2024 |
| Ellis & Company Retirement Strategists | Clarksville | TN | 06/2014 | 01/2018 |
| Ellis Financial Planning | Clarksville | TN | 10/2024 | Present |
(1.) Chapel Hill Christian Academy; Not Investment Related; 2001 Madison St, Clarksville, TN 37043; Member of Board of Directors; Start Date: 6/1/2020; 1 hour devoted monthly; 0 hours devoted during trading hours; Leading and setting the vision of the school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-15 |
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