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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Mcminnville | Mcminnville | TN | 10/2014 | 02/2025 |
| Lpl Financial Llc | Mcminnville | TN | 10/2014 | 02/2025 |
| Raymond James Financial Services, Inc. | Mcminnville | TN | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Mcminnville | TN | 02/2025 | Present |
(1)Name of Business: Blue Chip Holdings LLC Address: 918 Golf Club Road, McMinnville, TN, 37110, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/28/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Partner in an LLC with a friend. We created an LLC in hopes to doing real estate investments together and creating rental income. Currently we do not have any real estate investments and nothing has been done with this. We hope to buy real estate in the coming years together. (2)Name of Business: KKG Holdings LLC Address: 918 Golf Club Rd, McMinnville, TN, 37110, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Knowles Private Wealth Address: 109 Lyon St, McMinnville, TN, 37110-2545, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor with Raymond James (4)Name of Business: Legacy Wealth Holdings Address: 918 Golf Club Road, McMinnville, TN, 37110, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Created for the ownership of the building for my business Knowles Private Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-04 |
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