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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-10 |
| TN | RA | APPROVED | 2010-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Manchester | TN | 09/2010 | Present |
| Raymond James Financial Services Advisors | Manchester | TN | 10/2010 | Present |
| Coffee Financial Advisors | Tullahoma | TN | 10/2010 | 08/2019 |
1) Name of Business: Coffee Financial Address: 2070 Hillsboro Blvd. , Manchester, TN, 37355, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/13/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor giving advice on stocks, bonds, etfs and mutual funds. (2) Name of Business: Diversified Products Distribution llc Address: 104 Baker Springs Ln , Spring Hill , TN, 37174, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife wants to open an online ecommerce shop (Etsy) and I will be handling the taxes and cost of business. I will have no participation in day to day operations or customer communications.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2010-04-22 |
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