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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-02 |
| TN | RA | APPROVED | 2018-04-16 |
Branch Locations
9200 Carothers Pkwy Suite 108, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2014 | 04/2018 |
| Raymond James Financial Services Advisor, Inc | Murfreesboro | TN | 04/2018 | Present |
| Wilson Bank & Trust | Murfreesboro | TN | 04/2018 | Present |
(1)Name of Business: Address: 3431 Lakebrook Drive, Murfreesboro, TN, 37130, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/20/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We bought a rental cabin in Pigeon Forge, TN. Based on the property's history, it will be rented over 300 days per year and bring in about $55,000 of gross rental revenue. My wife Meagan will manage the rental. (2)Name of Business: WBT Wealth Management Address: 3110 Memorial Blvd, Murfreesboro, TN, 37129-0010, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
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