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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-04
  • TN RA
    APPROVED
    Since 2025-03-04

Branch Locations

1630 Nashville Pike Suite 100, Gallatin, TN 37066 • United States

623 W. Main Street, Lebanon, TN 37087 • 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
Morgan Stanley Gilbert AZ 07/2022 03/2025
Arizona State University Tempe AZ 08/2018 05/2022
Morgan Stanley Private Bank, N.A New York NY 08/2024 03/2025
Raymond James Financial Services, Inc. Lebanon TN 03/2025 Present
Raymond James Financial Services Advisors, Inc. Lebanon TN 03/2025 Present
Wilson Bank & Trust Gallitin TN 03/2025 Present
Hillsboro High School Nashville TN 08/2014 05/2018
  • 07/2022 → 03/2025
    Gilbert, AZ
  • 08/2018 → 05/2022
    Arizona State University
    Tempe, AZ
  • 08/2024 → 03/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 03/2025 → Present
    Raymond James Financial Services, Inc.
    Lebanon, TN
  • 03/2025 → Present
    Lebanon, TN
  • 03/2025 → Present
    Wilson Bank & Trust
    Gallitin, TN
  • 08/2014 → 05/2018
    Hillsboro High School
    Nashville, TN
Previous Registrations
Other Businesses

(1) WBT Wealth Management, 1630 Nashville Pike, Gallatin TN, Support Company - Non-Owner, Associate/Employee, I/R: No 02/24/2025, HPM: 81+ HPM trade hrs: 41+, Duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-07
  • S66 Uniform Combined State Law Examination
    2022-12-07
Other Names
  • Jeffrey A Grissom

View on SEC IAPD

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