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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
| TN | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Cookeville | TN | 08/2021 | 04/2022 |
| Delmonaco Winery & Vineyards | Baxter | TN | 03/2021 | 08/2021 |
| Cumberland University | Lebanon | TN | 12/2017 | 12/2020 |
| Hca Physician Services Group | Brentwood | TN | 03/2016 | 11/2017 |
| Raymond James | Cookeville | TN | 06/2020 | 08/2021 |
| Raymond James Financial Services, Inc | Cookeville | TN | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Cookeville | TN | 06/2022 | Present |
| Cumberland University | Lebanon | TN | 01/2021 | 06/2021 |
(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: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
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