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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-28 |
Branch Locations
100 Winners Circle Suite 400, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood | TN | 12/2023 | 04/2025 |
| Unum Group | Chattanooga | TN | 04/2016 | 03/2020 |
| Bank Of America, N.A. | Nashville | TN | 04/2020 | 08/2021 |
| Bank Of America, N.A. | Nashville | TN | 09/2021 | 12/2023 |
| Raymond James Financial Services Inc. | Brentwood | TN | 04/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 04/2025 | Present |
| Pinnacle Bank | Brentwood | TN | 04/2025 | Present |
(1)Name of Business: Belle Meade United Methodist Church Address: 121 Davidson Road, Nashville, TN, 37205, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Alongside other committee members, I assist the Finance Director in making shrewd financial and investment decisions for the Church. (2)Name of Business: Legacy Planning Partners Address: 100 Winners Circle, Suite 400, Brentwood, TN, 37027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is simply our group name within Raymond James. (3)Name of Business: Pinnacle Asset Management Address: 7040 Carothers Pkwy, Franklin, TN, 37067-6304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial consultant helping clients with portfolio management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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