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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-06-17 |
Branch Locations
2905 12Th Ave S Ste 108, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services, Llc | Bowling Green | KY | 11/2018 | 12/2019 |
| Wku - Finance Department | Bowling Green | KY | 08/2017 | 08/2018 |
| Western Kentucky University | Bowling Green | KY | 08/2013 | 08/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2019 | 03/2022 |
| Raymond James Financial Services, Inc. | Nashville | TN | 03/2022 | Present |
| Argi Financial Group | Bowling Green | KY | 08/2018 | 12/2019 |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 04/2022 | Present |
| Adams Wealth Partners | Nashville | TN | 03/2022 | Present |
(1)Name of Business: Adams Wealth Partners Address: 2905 12th Ave S Ste 108, Nashville, TN, 37204-2549, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations, financial advising, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-07 |
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