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Ramann Satyam Kakani Nallamala

Raymond James Financial Services Advisors, Inc

Cleveland, TN

CRD 7399107

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-13
  • TN RA
    APPROVED
    Since 2026-03-13

Branch Locations

4363 Ocoee St N Ste 1, Cleveland, TN 37312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2022 → 10/2023
    Deloitte And Touche
    Atlanta, GA
  • 12/2023 → 12/2024
    Raymond James Financial Services Inc.
    Homewood, AL
  • 08/2018 → 05/2022
    Texas Christian University
    Fort Worth, TX
  • 06/2020 → 08/2020
    Sewell Automotive Companies
    Dallas, TX
  • 06/2021 → 08/2021
    Goldman Sachs
    Dallas, TX
  • 08/2013 → 05/2018
    Westminster Christian Academy
    Huntsville, AL
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Cleveland, TN
  • 03/2026 → Present
    Cleveland, TN
  • 01/2024 → 02/2026
    Birmingham, AL
  • 05/2018 → 08/2018
    Unemployed
    Huntsville, AL
  • 05/2022 → 07/2022
    Unemployed
    Huntsville, AL
  • 10/2023 → 12/2023
    Unemployed
    Huntsville, AL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-09
  • S66 Uniform Combined State Law Examination
    2024-04-09
Designations
  • Certified Financial Planner
Other Names
  • Ramann Nallamala

View on SEC IAPD

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