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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| TN | RA | APPROVED | 2019-06-07 |
Branch Locations
2905 12Th Ave S Unit 108, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middle Tennessee State University | Murfreesboro | TN | 08/2017 | 04/2018 |
| Faulkner Mackie & Cochran, P.C. | Nashville | TN | 01/2016 | 12/2018 |
| Raymond James Financial Services, Inc. | Nashville | TN | 12/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 06/2019 | Present |
(1)Name of Business: Adams Wealth Partners Address: 2905 12th Ave S Unit 108, Nashville, TN, 37204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations, financial advising, etc. (2)Name of Business: AJIM Investments, LLC Address: 1139 Cotillion Drive, Murfreesboro, TN, 37128, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/13/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment into residential rental real estate. (3)Name of Business: Down Syndrome Association of Middle Tennessee Address: 1139 Cotillion Drive, Murfreesboro, TN, 37128, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Providing strategic guidance and governance to ensure the organization's mission and goals are effectively pursued, and actively engaging in fundraising, advocacy, and community outreach efforts to support individuals with Down syndrome and their families. Additionally, I will collaborate with fellow board members and staff to oversee the organization's financial health, policy development, and program implementation. Treasurer to oversee budget and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
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