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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-13 |
| 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 | Nashville | TN | 11/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 01/2009 | Present |
| Pinnacle Bank | Nashville | TN | 06/2014 | Present |
(1)Name of Business: Address: 1039 Lynnwood Blvd, Nashville, TN, 37215, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 07/13/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Claritas Capital Qualified Opportunity Zone Fund Address: 1039 Lynnwood Blvd, Nashville, TN, 37215, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 03/07/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Kidd Brock Address: 1039 Lynnwood Blvd, Nashville, TN, 37215, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/08/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (4)Name of Business: Kidd Private Wealth Group Address: 2300 West End Avenue, Nashville, TN, 37203, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: financial advisor (5)Name of Business: KW Ventures, LLC Address: 1039 Lynnwood Blvd, Nashville, TN, 37215, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/13/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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