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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
100 Winners Cir N Ste 200, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2015 | 09/2025 |
| Raymond James Financial Services Inc. | Brentwood | TN | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 09/2025 | Present |
(1)Name of Business: Radnor Wealth Management Address: 100 Winners Cir N Ste 200, Brentwood, TN, 37027-1002, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner - review and monitor clients current financial plan, make updates and run projections as life events and/or regulation changes occur. Meet with clients to review the various areas of their plan - cash flow, risk, assets, investments, and tax - provide recommendations and assist with implementing any changes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-09 |
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