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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
2555 Meridian Blvd Suite 240, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Nashville | TN | 06/2018 | 11/2020 |
| Ubs | Nashville | TN | 06/2014 | 06/2018 |
| Raymond James Financial Services, Inc. | Gallatin | TN | 11/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Franklin | TN | 11/2020 | Present |
| Campbell, Johnson, Mcgiboney Wealth Advisors | Franklin | TN | 11/2020 | 08/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2018 | 11/2020 |
| Wilson Bank & Trust | Gallatin | TN | 08/2023 | 07/2024 |
| Wilson Bank & Trust Investment Services | Gallatin | TN | 08/2023 | 07/2024 |
(1)Name of Business: Address: 461 Craighead St, Nashville, TN, 37204, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I volunteer on the Finance Committee for the Special Olympics of Tennessee. They didn't have an advisor to review the work of the firm that was hired to manage their accounts and I was approached by one of the board members to assist. Duties include attending quarterly meetings in order to review statements and hear updates on the organization. (2)Name of Business: Highroad Financial Address: 2555 Meridian Blvd Ste 240, Franklin, TN, 37067-6384, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: RLC Wealth Advisors, LLC Address: 2555 Meridian Blvd Ste 240, Franklin, TN, 37067-6384, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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