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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-07-28 |
Branch Locations
1200 Premier Dr Ste 100, Chattanooga, TN 37421 • United States
Chattanooga, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Assoc., Inc. | Chattanooga | TN | 01/2013 | 02/2022 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Chattanooga | TN | 03/2023 | Present |
(1)Name of Business: Round Table Advisors Address: 1200 Premier Dr Ste 100, Chattanooga, TN, 37421-3729, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-03 |
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