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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
6111 Shallowford Road Suite 103, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chattanooga | TN | 04/2019 | 03/2024 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 09/2018 | 04/2019 |
| Chattanooga Golf & Country Club | Chattanooga | TN | 05/2018 | 08/2018 |
| Southern Squeeze Juice Co. | Chattanooga | TN | 05/2018 | 08/2018 |
| Black Creek Golf Club | Chattanooga | TN | 04/2017 | 11/2017 |
| Integrity Automotive Gmc, Buick, Cadillac | Chattanooga | TN | 09/2016 | 04/2017 |
| Keller Williams | Chattanooga | TN | 06/2016 | 09/2016 |
| Chattanooga State Community College | Chattanooga | TN | 11/2017 | 05/2018 |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 08/2019 | 03/2024 |
| Freedom Street Partners | Chattanooga | TN | 01/2021 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chattanooga | TN | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Chattanooga | TN | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Chattanooga | TN | 03/2024 | Present |
(1)Name of Business: Covenant Wealth Advisors Address: 6111 Shallowford Rd Ste 103, Chattanooga, TN, 37421-7800, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I am a Financial advisor with Covenant Wealth Advisors (2)Name of Business: Freedom Street Address: 6111 Shallowford Rd Ste 103, Chattanooga, TN, 37421-7800, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Non, FSP is my Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-12 |
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