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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-04 |
| KY | RA | APPROVED | 2016-07-08 |
Branch Locations
996 Wilkinson Trace Suite C6, Bowling Green, KY 42103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bowling Green | KY | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Bowling Green | KY | 07/2016 | Present |
| Brooks Investment Management Llc | Bowling Green | KY | 08/2016 | Present |
| Claycomb Wealth Management Inc | Bowling Green | KY | 11/2017 | Present |
(1)Name of Business: Brooks Investment Management LLC Address: 996 Wilkinson Trace, Suite C6, Bowling Green, KY, 42103, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was established to run my business accounting through for my work as an advisor with RJFS. My responsibilities include bookkeeping and filing annual documents. (2)Name of Business: Claycomb Wealth Management Inc Address: 996 Wilkinson Trace, Suite C6, Bowling Green, KY, 42103, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA for satellite branch 7KG01 (3)Name of Business: Drugscope Inc. Address: 1042 South Park Dr, Bowling Green, KY, 42103, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Director Investment Related: Yes Start Date: 02/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee company's operations and performance. Provide advice to majority owner regarding variety of areas including business mission, strategy, goals, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-08 |
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