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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-20 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
1100 Ridgeway Loop Road, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 08/2024 | Present |
| Ftb Advisors, Inc. | Memphis | TN | 12/2012 | 06/2017 |
| First Horizon Advisors, Inc. | Memphis | TN | 06/2017 | 11/2021 |
| First Horizon Advisors, Inc. | Memphis | TN | 11/2021 | 08/2024 |
(1)Name of Business: Gestalt Community Schools Address: 1584 Grand Cypress Dr, Collierville, TN, 38017, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board Member and member of Finance Committee. Work with CFO on overseeing finances with other finance committee members, provide general and financial guidance and vote on the organizations decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
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