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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-13 |
Branch Locations
214 Overlook Circle Suite 200, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound City Realty | Nashville | TN | 01/2021 | 12/2024 |
| Metro Nashville Public Schools | Nashville | TN | 07/2013 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2025 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Murfreesboro | TN | 11/2024 | 03/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2025 | 03/2026 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 04/2026 | Present |
(1)Name of Business: Address: 5235 Anchorage Dr, Nashville, TN, 37220-1943, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own or co-own residential rental properties. Most of them are professionally managed, but one I manage personally.\n (2)Name of Business: South Gate Wealth Management Address: 105 Ussery Rd, Clarksville, TN, 37043, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I assist the advisors with managing their book of business, organize client files, and participate in client meetings with the advisors.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
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