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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| TN | RA | APPROVED | 2013-10-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilson Bank & Trust | Lebanon | TN | 09/2013 | Present |
| Raymond James Financial Service, Inc | Lebanon | TN | 10/2013 | Present |
| Raymond James Financialservices Advisors Inc. | Lebanon | TN | 10/2013 | Present |
(1)Name of Business: United Methodist Foundation for the Tennessee/Western KY Conferences Address: 623 W Main St, Lebanon, TN, 37087-3404, United States Activity Type: Nonprofit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 05/16/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend semiannual meetings and also meet quarterly via zoom to discuss the investment portfolio that is advised by The Colony Group (2) WBT Wealth Management, 623 W Main St, Lebanon, TN 37087, Support Company - Non-Owner, Associate/Employee, I/R: No 04/15//2025, HPM: 81+ HPM trade hrs: 41+, Duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-16 |
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