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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-23 |
| TN | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironwood Golf Course | Cookeville | TN | 05/2018 | 07/2018 |
| Ttu | Cookeville | TN | 08/2017 | 08/2018 |
| Ttu | Cookeville | TN | 06/2016 | 06/2017 |
| Raymond James Financial Services, Inc | Cookeville | TN | 09/2018 | Present |
| 304 Generational Wealth Management | Cookeville | TN | 05/2023 | 07/2024 |
(1)Name of Business: 304 Family Wealth Address: 304 N Washington Ave, Cookeville, TN, 38501-4226, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/02/2024 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 | 2018-12-27 |
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