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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-04 |
Branch Locations
1630 Nashville Pike Suite 100, Gallatin, TN 37066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-07 |
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