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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
5050 Poplar Avenue Suite 2200, Memphis, TN 38157 • United States
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2010 | 06/2026 |
| Independent Wealth Management, Llc | Memphis | TN | 11/2010 | 06/2026 |
| Commercial Bank & Trust | Memphis | TN | 06/2026 | Present |
| Raymond James Financial Services, Inc. | Memphis | TN | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Memphis | TN | 06/2026 | Present |
| Independent Bank | Memphis | TN | 06/2026 | Present |
(1)Name of Business: Independent Bank Address: 5050 Poplar Ave Ste 2200, Memphis, TN, 38157-2200, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 06/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Independent Wealth Management Address: 5050 Poplar Ave Ste 2200, Memphis, TN, 38157-2200, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-01 |
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