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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-08-30 |
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Chattanooga | TN | 05/2012 | 05/2020 |
| Lawson Winchester Wealth Management | Chattanooga | TN | 06/2012 | 08/2023 |
| Raymond James Financial Services Advisors Inc. | Chattanooga | TN | 07/2012 | 05/2020 |
| Cadaret, Grant & Co., Inc. | Signal Mountain | TN | 05/2020 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Chattanooga | TN | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
(1) JTMPS Holdings, LLC / Signal Mountain, TN / Non-Investment Related / Business Owner / Partner / Start 16-May-2018 / 0 hours devoted per month / 0 during trading hours. *569678- Mountain Education Foundation; Investment related: No; Signal Mountain, Tennessee; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 2; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
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