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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-02-12 |
Branch Locations
5217 Maryland Way Suite 401, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 11/2019 | Present |
| Raymond James Financial Services, Inc. | Brentwood | TN | 10/2019 | Present |
| Pittsburgh Pirates | Pittsburgh | PA | 06/2014 | 08/2019 |
| Hays Advisory | Brentwood | TN | 09/2016 | 02/2018 |
| Coley And Coley Family Eyecare | Murfreesboro | TN | 09/2018 | 02/2019 |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 02/2020 | Present |
| Brentwood Academy | Brentwood | TN | 02/2021 | 06/2021 |
(1)Name of Business: Cincinnati Life Insurance Address: 5217 Maryland Way Ste 401, Brentwood, TN, 37027-5009, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/07/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life insurance agent w/ Cincinnati Life Insurance (2)Name of Business: McCall & Associates Address: 5217 Maryland Way Ste 401, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/14/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: McCall Wealth Advisors Address: 5217 Maryland Way Ste 401, Brentwood, TN, 37027-5009, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: Tria Collective LLC Address: 1724 Hickory Bark Lane, Nashville, TN, 37211, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We created this LLC, as my wife is doing consulting work for marketing agencies, and I will be handling the bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
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