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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-30 |
| KY | RA | APPROVED | 2026-06-30 |
Branch Locations
7501 Eagle Crest Blvd., Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evolution Event Solutions | Nashville | TN | 05/2022 | 06/2025 |
| Fireman Moving Company | Bowling Green | KY | 05/2024 | 08/2024 |
| Gaylord Opryland Resort And Convention Center | Nashville | TN | 06/2023 | 08/2023 |
| Geodis Logistics, Llc | Lebanon | TN | 05/2022 | 07/2022 |
| Western Kentucky University | Bowling Green | KY | 08/2021 | 05/2025 |
| Unemployed | Mt. Juliet | TN | 07/2015 | 08/2021 |
| Unemployed | Old Hickory | TN | 06/2025 | 09/2025 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | 05/2026 |
| Raymond James & Associates, Inc. | Evansville | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-12 |
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