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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-23 |
| TN | RA | APPROVED | 2015-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Memphis | TN | 07/2015 | Present |
| Chene Gear Co. | Memphis | TN | 02/2026 | Present |
(1)Name of Business: Chickasaw County Club Address: 3395 Galloway Ave, Memphis, TN, 38122, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 11/18/2025 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 representative on the board for non voting members (sub 40yr olds) at Chickasaw. I am to be present at monthly board meetings to give perspective on how certain issues or considerations might be viewed by our younger membership. (2)Name of Business: Christ Methodist Church Address: 4488 Poplar Ave, Memphis, TN, 38120, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend a quarterly meeting of financial health with CFO and other members of the finance committee. it is a 2 year commitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-18 |
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