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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
192 Oakland Parkway Suite A, Leesburg, GA 31763 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Albany | GA | 10/2015 | 03/2023 |
| Raymond James Financial Services, Inc. | Leesburg | GA | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Leesburg | GA | 03/2023 | Present |
(1)Name of Business: Magnolia Stables at Byron Plantation, LLC Address: 252 Byron Ridge Dr, Albany, GA, 31721, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee the Barn for my daughters riding. (2)Name of Business: Tennyson Phillips Wealth Management Address: 192 Oakland Parkway, Suite A, Leesburg , GA, 31763, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: When we transitioned from RJA to RJFS, we co-branded Tennyson Phillips Wealth Management with Raymond James. (3)Name of Business: TKP Philllips Wealth Management LLC Address: 192 Oakland Pkwy Ste A, Leesburg, GA, 31763, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the LLC RJFS suggested we set up to be paid By Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-19 |
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