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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-17 |
| TN | RA | APPROVED | 2016-09-26 |
Branch Locations
104 Kenner Avenue Suite 200, Nashville, TN 37205 • 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 |
|---|---|---|---|---|
| Raymond James And Associates | Nashville | TN | 12/2010 | 09/2016 |
| Raymond James Financial Services, Inc. | Nashville | TN | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 09/2016 | Present |
| Franklin Synergy Wealth Management | Nashville | TN | 01/2019 | 08/2019 |
| Franklin Synergy Wealth Management | Nashville | TN | 08/2019 | 08/2020 |
(1)Name of Business: Ascent Wealth Advisory, LLC Address: 104 Kenner Ave Ste 200, Nashville, TN, 37205, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/15/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Business entity for Independent RJFS office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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