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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2014-12-22 |
Branch Locations
6150 Shallowford Road Suite 106, Chattanooga, TN 37421 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Chattanooga | TN | 12/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Chattanooga | TN | 12/2014 | Present |
| Lawson Winchester Wealth Management | Chattanooga | TN | 12/2015 | 04/2020 |
| True North Advisors Of Raymond James Financial | Chattanooga | TN | 08/2021 | Present |
1)Name of Business : Lawson Winchester Wealth Management - Address: Chattanooga, TN - Nature of the Business: Other (unpaid) - Position/Title: Advisor Investment Related: No - Start Date: 12/31/2015 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Advising clients on investments, financial planning, etc 2.)Name of Business : True North Advisors of Raymond James Financial Address: 6150 Shallowford Rd Ste 106,Chattanooga, TN Nature of the Business: Other (unpaid) Position/Title: Advisor Investment Related:No Start Date: 08/09/2021 Hours per month devoted to this business: 180 Hours per month devoted to this business during trading hours: 180 Description of duties: I am an independent financial advisor of RJFS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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