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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Athens | TN | 03/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Athens | TN | 01/2009 | Present |
| Citizens National Bank | Athens | TN | 03/1999 | 09/2016 |
| Citizens National Bank | Athens | TN | 08/2011 | 09/2016 |
| Garrett Investment Group / Clg Wealth Management, Llc | Athens | TN | 09/2016 | Present |
(1)Name of Business: CLG Properties, LLC Address: 603 N Jackson St, Athens, TN, 37303, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner/member of this LLC. This company owns the property that my business operates out. CLG Properties is the landlord/property owner of 603 Jackson Street / Athens TN and CLG Wealth Management LLC (Garrett Investment Group) is the tenant. (2)Name of Business: Garrett Investment Group / CLG Wealth Management, LLC Address: 603 N Jackson St, Athens, TN, 37303, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/23/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Manager / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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