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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-10-12 |
Branch Locations
112 Westwood Place Suite 100, Brentwood, TN 37027 • United States
Gallatin, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | 10/2017 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 10/2017 | Present |
(1)Name of Business: First Baptist Church Hendersonville TN Address: 106 Bluegrass Commons, Hendersonville, TN, 37075, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Our church is appointing 2 assoc. treasurers to our Finance Comm.of which I am a member. As assoc treasurer I will be a permanent member of Finance to help advise on Finances re: budgets, building projects & use of excess funds. The church has no investment accts maintained by the church. I have no access to any accts or any power on those accts. An account is maintained by my partner which was a special gift to the church to be used for adoptions . The church has cash & CD's only. (2)Name of Business: Hendersonville First Baptist Church Address: 106 Bluegrass Commons Blvd, Henrdersonville, TN, 37075, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 12/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financial statements, approve church budget, approve overages in spending . Approve capital expenditures over $250K. (3)Name of Business: Williams hunter wealth group Address: 112 Westwood Place Suite 100, Brentwood, TN, 37027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/05/2017 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 financial advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-30 |
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