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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-12 |
| TN | RA | APPROVED | 2019-08-07 |
Branch Locations
1550 West Mcewen Drive Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 07/2019 |
| Raymond James & Associates | Franklin | TN | 07/2019 | Present |
(1) Name of Business: Exit Planning Institute Address: 1 Club Drive , Nashville, TN, 37215, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 04/14/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Marketing and communications director
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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