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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| TN | RA | APPROVED | 2019-11-01 |
Branch Locations
537 Market Street, Ste. 105 1St & 3Rd Floors, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Athens | GA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Athens | GA | 11/2016 | 11/2019 |
| Raymond James & Associates, Inc | Chattanooga | TN | 11/2019 | Present |
(1)Name of Business: Elder's Ace Hardware Address: 4921 TN-58, Chattanooga, TN, 37416, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife's family is buying into her family's business and has taken a loan from her father to fund the purchase. (2)Name of Business: Orange Grove Center Address: 206 Brookfield Ave, Chattanooga, TN, 37411, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Chair of the Board, Subcommittee Member Investment Related: Yes Start Date: 08/18/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serving on Board. Chair of Investment Committee. Member of subcommittees. Will be Board Chair starting June 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
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