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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| TN | RA | APPROVED | 2018-01-22 |
Branch Locations
2905 12Th Avenue South Unit 108, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Nashville | TN | 08/2014 | 12/2017 |
| Raymond James Financial Services, Inc. | Nashville | TN | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 01/2018 | Present |
| David Adams Wealth Group, Llc | Nashville | TN | 01/2018 | Present |
| David Adams Wealth Group, Llc | Nashville | TN | 01/2018 | Present |
| Adams Wealth Partners | Nashville | TN | 01/2018 | Present |
(1)Name of Business: Adams Wealth Partners Address: 2905 12th Ave S Unit 108, Nashville, TN, 37204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations, Financial advising, Etc. (2)Name of Business: n/a Address: n/a, n/a, TN, 37204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not actively pursuing any new policies. Still receiving trails and renewals from policies sold at previous firm. (3)Name of Business: Silver Monarch Properties, LLC Address: 5502A California Ave, Nashville, TN, 37209, United States Activity Type: Rental Real Estate Position/Title: Agent Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchase real estate that is then managed by a property management company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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