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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-10-21 |
| TX | RA | APPROVED_RES | 2019-10-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch | Pikeville | KY | 09/2006 | 10/2019 |
| Raymond James Financial Services, Inc. | Pikeville | KY | 10/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Pikeville | KY | 10/2019 | Present |
| Bank Of America, N.A. | Pikeville | KY | 12/2009 | 10/2019 |
| Legrace, Inc. | Pikeville | KY | 12/2020 | Present |
| Legacy Financial | Pikeville | KY | 10/2020 | Present |
(1)Name of Business: Legacy Financial Address: 3822 N Mayo Trl, Pikeville, KY, 41501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/09/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager, Financial Advisor (2)Name of Business: LeGrace, Inc. Address: 117 Prater Drive, Pikeville, KY, 41501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Company LeGrace is where my commissions come to and then a portion is moved to LEGACY FINANCIAL (my and Reed's company affiliated with RJ to pay bills).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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