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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| TN | RA | APPROVED | 2026-05-26 |
Branch Locations
214 Overlook Circle Suite 200 , Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 05/2026 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Franklin | TN | 07/2016 | 03/2026 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 03/2026 | Present |
| Southgate Wealth Management Advisors | Brentwood | TN | 02/2026 | Present |
(1) Name of Business: Southgate Wealth Management Advisors Address: 105 Ussery Rd, Clarksville, TN, 37043, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/25/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Advisor, Partner\n\nFounding Partner and Senior Financial Advisor\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-04 |
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