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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-07 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Clarksville | TN | 04/2003 | Present |
| Farmers & Merchants Bank | Clarksville | TN | 04/2003 | 01/2026 |
| Raymond James Financial Services Advisors, Inc | Clarksville | TN | 01/2009 | Present |
| Lawrence Bank | Clarksville | TN | 01/2026 | Present |
(1)Name of Business: Clarksville Country Club Address: 334 Fairway Dr., Clarksville, TN, 37043, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minority partner of Clarksville Country Club (2)Name of Business: Lawrence Wealth Management Address: 50 Franklin St, Clarksville, TN, 37040-3436, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FID Branch Manager and Financial Advisor (3)Name of Business: Madison Street United Methodist Church Address: 319 Madison St., Clarksville, TN, 37040, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review fund balances, investment results and approve disbusements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-18 |
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