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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 2020-11-12
TX RA APPROVED 2020-11-12
  • TN RA
    APPROVED
    Since 2020-11-12
  • TX RA
    APPROVED
    Since 2020-11-12

Branch Locations

2555 Meridian Blvd, Suite 240, Franklin, TN 37067 • 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 Nashville TN 07/1990 11/2020
Campbell, Johnson, Mcgiboney Wealth Advisors, Llc Franklin TN 11/2020 08/2023
Raymond James Financial Services, Inc. Franklin TN 11/2020 Present
Raymond James Financial Services Advisors, Inc. Franklin TN 11/2020 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 11/2020
Campbell, Johnson Wealth Advisors, Llc Franklin TN 11/2020 01/2024
  • 07/1990 → 11/2020
    Nashville, TN
  • 11/2020 → 08/2023
    Campbell, Johnson, Mcgiboney Wealth Advisors, Llc
    Franklin, TN
  • 11/2020 → Present
    Raymond James Financial Services, Inc.
    Franklin, TN
  • 11/2020 → Present
    Franklin, TN
  • 01/2015 → 11/2020
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 11/2020 → 01/2024
    Campbell, Johnson Wealth Advisors, Llc
    Franklin, TN
Previous Registrations
Other Businesses

(1)Name of Business: HighRoad Financial Address: 2555 Meridian Boulevard, Suite 240, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/17/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James Independent Branch Owner d/b/a\nHighRoad Financial.\nRLC Wealth Advisors. LLC is also filed with RJ in the OBA system (2)Name of Business: RLC Wealth Advisors, LLC Address: 2555 Meridian Boulevard, Suite 240, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/26/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Branch Owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-09-05
  • S63 Uniform Securities Agent State Law Examination
    1990-09-05

View on SEC IAPD

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