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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-22
TN RA APPROVED 2015-09-01
  • TX RA
    APPROVED_RES
    Since 2019-02-22
  • TN RA
    APPROVED
    Since 2015-09-01

Branch Locations

304 North Washington Avenue, Cookeville, TN 38501 • United States

Grimsley, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2014 → Present
    Raymond James Financial Services, Inc
    Cookeville, TN
  • 09/2015 → Present
    Cookeville, TN
  • 04/2017 → 03/2018
    Tssaa
    Depends, TN
  • 04/2017 → Present
    Union Bank
    Sparta, TN
  • 05/2023 → 04/2024
    304 Generational Wealth Management
    Cookeville, TN
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-24
  • S66 Uniform Combined State Law Examination
    2015-08-24

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