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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-12-09 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverview Farm | Franklin | TN | 04/2015 | 06/2017 |
| Franklin Synergy Bank | Franklin | TN | 07/2017 | 03/2019 |
| Franklin Synergy Bank | Nashville | TN | 03/2019 | 08/2020 |
| Raymond James Financial Services, Inc | Nashville | TN | 07/2019 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 12/2019 | 05/2025 |
| Investment | Nashville | TN | 08/2020 | 05/2025 |
| Ascent Wealth Advisory, Llc | Nashville | TN | 08/2020 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Dickson | TN | 05/2025 | Present |
| Raymond James Financial Services, Inc | Dickson | TN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
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