Daniel Shelton Norton

Current Employers

Employment History

• 06/2012 → Present
  Raymond James Financial Services, Inc.
  Chattanooga, TN
• 06/2012 → 05/2020
  Lawson Winchester Wealth Management
  Chattanooga, TN
• 07/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Chattanooga, TN

Previous Registrations

• 2012-06-06 → 2012-07-25
  Lpl Financial Llc
  Chattanooga, TN

Other Businesses

(1) Name of Business: Address: 240 Forest Avenue, Suite 202, Chattanooga, TN, 37405, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchasing a commercial office condo which will be rented to Pax Wealth Group, LLC. The condo will be fully owned by my wife, Amber Norton. (2) Name of Business: Crawford Trusts; David S Norton Trust Address: 240 Forest Ave Ste 202, Chattanooga, TN, 37405-3953, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/03/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the trustee for my brother's, David Norton, trust that was a trust created by the division of the Jacquelynn L Crawford Revocable Trust (3) Name of Business: Crawford, Jackie Address: 240 Forest Ave, Suite 202, Chattanooga, TN, 37405, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/26/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: My aunt and client, Jacquelynn Crawford passed away on 8/27/21. At that point in time, I became the Successor Trustee of her trust. I will be administering the trust as the trustee. (4) Name of Business: Pax Wealth Group Address: 240 Forest Ave., Suite 200, Chattanooga, TN, 37405, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/22/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Il function as a financial advisor at Pax Wealth Group. I am also a 50% owner / partner of the LLC (5) Name of Business: Scrappy Holdings, LLC Address: 1002 Westwood Ave, Chattanooga, TN, 37405, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Beach House for rental purposes. House is held in LLC. (6) Name of Business: Wilson Bank & Trust Address: 240 Forest Ave Ste 202, Chattanooga, TN, 37405-3953, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/31/2023 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 will serve on the Chattanooga Advisory Board for Wilson Bank & Trust. This is an advisory role to help the Bank get better aquainted with the Chattanooga Market. I will have no decision making responsibilities for the bank

Exams

• S66 Uniform Combined State Law Examination
  2012-06-05

Other Names

• Dan Norton
• Daniel Norton