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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte And Touche | Atlanta | GA | 07/2022 | 10/2023 |
| Raymond James Financial Services Inc. | Homewood | AL | 12/2023 | 12/2024 |
| Texas Christian University | Fort Worth | TX | 08/2018 | 05/2022 |
| Sewell Automotive Companies | Dallas | TX | 06/2020 | 08/2020 |
| Goldman Sachs | Dallas | TX | 06/2021 | 08/2021 |
| Westminster Christian Academy | Huntsville | AL | 08/2013 | 05/2018 |
| Raymond James Financial Services, Inc. | Cleveland | TN | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Cleveland | TN | 03/2026 | Present |
| Sagespring Wealth Partners | Birmingham | AL | 01/2024 | 02/2026 |
| Unemployed | Huntsville | AL | 05/2018 | 08/2018 |
| Unemployed | Huntsville | AL | 05/2022 | 07/2022 |
| Unemployed | Huntsville | AL | 10/2023 | 12/2023 |
(1)Name of Business: Thomas and Thomas Partners Address: 4363 Ocoee St N Ste 1, Cleveland, TN, 37312, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
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