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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lebanon | TN | 01/2022 | 04/2022 |
| Raymond James Financial Services, Inc. | Lebanon | TN | 04/2022 | Present |
| Wilson Bank & Trust | Lebanon | TN | 01/2022 | Present |
| Dell Technologies | Nashville | TN | 08/2010 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Lebanon | TN | 10/2022 | Present |
(1)Name of Business: TSSAA/MTBOA Address: 3333 Lebanon Pike \nP.O. Box 319\n, Hermitage, TN, 37076, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 11/04/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Refereeing basketball games in the Middle Tennessee area. (2) WBT Wealth Management, 623 W Main St, Lebanon, TN 37087, Support Company - Non-Owner, Associate/Employee, I/R: No 02/24/2025, HPM: 81+ HPM trade hrs: 41+, Duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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