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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| TN | RA | APPROVED | 2026-06-02 |
Branch Locations
1033 Demonbreun Street Suite 500, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantaclean | Nashville | TN | 06/2015 | 06/2021 |
| Chautauqua Institution | Chautauqua | NY | 06/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2021 | 03/2022 |
| Adam Rhoades | Birmingham | AL | 03/2022 | 01/2026 |
| Northwestern Mutual Investment Services, Llc | Birmingham | AL | 11/2022 | 01/2026 |
| Samford University | Birmingham | AL | 02/2020 | 04/2020 |
| Slappey Communications | Birmingham | AL | 01/2021 | 04/2021 |
| H. Mckinley Wiggins | Birmingham | AL | 06/2023 | 09/2024 |
| Nma Inc | Birmingham | AL | 09/2024 | 01/2026 |
| Raymond James & Associates, Inc. | Nashville | TN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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