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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-24 |
| TN | RA | APPROVED | 2021-03-02 |
Branch Locations
1200 Premier Drive Suite 100, Chatanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Chattanooga | TN | 07/2016 | 03/2021 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 03/2021 | Present |
| Round Table Advisors, Llc | Chatanooga | TN | 03/2021 | Present |
(1)Name of Business: Address: 912 E Martin Luther King Blvd., Chattanooga, TN, 37403, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are renting our old home. (2)Name of Business: Girls Inc. of Chattanooga Address: 4505 Brainerd Road, Chattanooga, TN, 37411, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/16/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 08/01/2024: Tenure ended as Finance Committee Chair\n\n08/26/2022: Assumed role as Finance Committee Chair\n\n- plan and lead monthly FC meetings with the assistance of the CFO. Approve agenda for each FC meeting\n\n- work with the CFO and other committee members to establish roles for Board meetings\n\n- directly receive, review bank & investment statements.\n\n- general financial and investment acumen with knowledge of GIC's finances\n\n- lead analysis of long-term investment planning meetings (3)Name of Business: Round Table Advisors, LLC Address: 1200 Premier Drive, Chattanooga, TN, 37421, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor within the Round Table Advisors, LLC RJFS branch. Branch ID is EPO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-26 |
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