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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-06 |
| MO | RA | APPROVED | 2018-08-27 |
| TN | RA | APPROVED | 2013-02-13 |
Branch Locations
1381 Union University Dr, Jackson, TN 38305 • United States
1610 N Kingshighway St Ste 205, Cape Girardea, MO 63701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jackson | TN | 02/2013 | Present |
(1)Name of Business: City of Jackson, TN Address: 101 E. Main Street, Jackson, TN, 38301, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 08/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a new role in which I will be a member of the committee to review the city's budget each month. (2)Name of Business: HENNING TRUCKING CO. JACKSON, TN. SECRETARY.TWO HOURS PER WEEK. NOT SECURITIES RELATED. NOT DURING TRADING HOURS. Address: 1421 Denmark Jackson Rd, Denmark, TN, 38391, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: No Start Date: 04/01/1994 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No daily responsibilities. (3)Name of Business: Rental Property Address: 472 Old Denmark Road, Jackson, TN, 38301, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: TN. Housing Development Jackson, TN Address: 216-A Lincoln Circle, Jackson, TN, 38301, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Subcommittee Member Investment Related: No Start Date: 01/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Community Liaison for Financial Education. I will be providing financial literacy training to some of the tenants of the housing authority. They are tenants who are interested in increasing their financial knowledge in order to become more self sufficient. (5)Name of Business: West TN. Bank Address: 92 Exeter Road, Jackson, TN, 38305, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The primary responsibility of this role is to review the performance results of the bank and make recommendations regarding bank strategies. Also reviewing the banks requirement in the CRA program to insure compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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