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2681 Townsend Ct., Clarksville, TN 37043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Clarksville | TN | 10/1999 | 10/2024 |
| Raymond James Financial Services Advisors, Inc | Clarksville | TN | 01/2009 | 10/2024 |
| Ellis And Company Retirement Strategist | Clarksville | TN | 05/2016 | 01/2018 |
| Ellis Financial Planning | Clarksville | TN | 10/2024 | Present |
(1.) Lone Oak Baptist Church; Investment Related; 3685 Hwy 48 Cunningham, TN 37052; Church; Non-profit; Committee/Board Member; Start Date: 12/26/2024; 1 hour devoted monthly; 0 hours devoted during trading hours; Committee oversees the finances of the church. (2.) Ellis & Company Building; Not Investment Related; 2681 Townsend Ct. Clarksville, TN 37043; Office Building for Rent; Sole Owner; Start Date: 09/2019; 1 hour devoted monthly; 0 hours devoted during trading hours; Office building rented to Ellis & Company for Ellis Financial Planning. (3.) Austin Peay State University College of Business Advisory Board; Not Investment Related; Kimbrough Building Marion Street; Volunteer Board Member; Start Date: 2020; 0 hours devoted monthly; 3 hours devoted yearly during trading hours; Attend annual meeting in October each year for about 3 hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-14 |
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