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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-05-12 |
Branch Locations
305 Church Street Sw Suite 620, Huntsville, AL 35801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tennessee Valley Authority | Athens | AL | 11/2011 | 10/2022 |
| Avantax Investment Services Inc. | Madison | AL | 03/2022 | 10/2022 |
| Avantax Advisory Services | Madison | AL | 03/2022 | 10/2022 |
| Raymond James & Associates, Inc. | Huntsville | AL | 05/2023 | Present |
| Retired | Madison | AL | 10/2022 | 05/2023 |
(1)Name of Business: DBA James Stone Address: 334 Stoneham Way, Madison, AL, 35756, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coordinating rentals and maintenance with rental management company. (2)Name of Business: Skyline Missionary Baptist Church Address: 536 Slaughter Road, Madison, AL, 35758, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare and present quarterly reports, reimburse approved expenses and pay church bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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