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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| TN | RA | APPROVED | 2015-09-01 |
Branch Locations
304 North Washington Avenue, Cookeville, TN 38501 • United States
Grimsley, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Cookeville | TN | 04/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Cookeville | TN | 09/2015 | Present |
| Tssaa | Depends | TN | 04/2017 | 03/2018 |
| Union Bank | Sparta | TN | 04/2017 | Present |
| 304 Generational Wealth Management | Cookeville | TN | 05/2023 | 04/2024 |
(1) Name of Business: Address: 304B N. Washington Ave, Cookeville, TN, 38501, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Address: 5208 Wilder Rd, Grimsley, TN, 38565, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raising Cattle and selling Hay (3) Name of Business: Address: 5208 Wilder Rd, Grimsley , TN, 38565, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are doing some cattle (4) Name of Business: Address: 5208 Wilder Rd, Grimsley, TN, 38565, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We rent out an Airbnb (5) Name of Business: 304 Family Wealth Address: 304 N Washington Ave, Cookeville, TN, 38501-4226, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: It is a DBA name we want to start using for our branch (6) Name of Business: Fentress County Little Dribblers Address: 1943 Old Grimsley Rd, Grimsley, TN, 38565-5022, United States Activity Type: Non profit Position/Title: Board Member, Chair of the Board, Founder Investment Related: Yes Start Date: 07/14/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I helped found the non profit and will help organize it and be on the board helping make decisions. It will be unpaid and I will also be volunteering to coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-24 |
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