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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-18 |
| AL | RA | APPROVED | 2020-09-29 |
Branch Locations
1550 West Mcewen Drive Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Birmingham | AL | 06/2018 | 08/2020 |
| Massachustetts Mutual Life Insurance Company | Birmingham | AL | 05/2018 | 08/2020 |
| Samford University | Birmingham | AL | 08/2014 | 05/2018 |
| Chick-Fil-A | Mountain Brook | AL | 05/2017 | 08/2017 |
| Raymond James & Associates Inc | Franklin | TN | 09/2020 | Present |
(1) Name of Business: H & Z LLC Address: 907 rebel cir, Franklin, TN, 37064, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/18/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member manager. Paying bills and managing property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
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