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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-11-12 |
| TX | RA | APPROVED | 2020-11-12 |
Branch Locations
2555 Meridian Blvd, Suite 240, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-05 |
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