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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-08 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
104 Kenner Avenue Suite 200, Nashville, TN 37205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarksville | TN | 05/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Clarksville | TN | 01/2009 | Present |
| S & E Inc. | Clarksville | TN | 04/2010 | 03/2017 |
| Walter Keith & Co. | Brentwood | TN | 05/1999 | 12/2024 |
| Ellis & Company Retirement Strategists | Clarksville | TN | 03/2018 | 10/2024 |
| Curtis Stokes & Associates, Inc. | Brentwood | TN | 05/2023 | Present |
| Walter Keith & Co. | Brentwood | TN | 05/1999 | 12/2024 |
(1) Name of Business: Walter Keith & Co. Address: 110 Suffolk Crescent, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/15/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (2) Name of Business: Ascent Wealth Advisory Address: 110 Suffolk Crescent Lane, Brentwood, TN, 37027-4872, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-19 |
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