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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-07 |
Branch Locations
304 N. Washington Avenue, Cookeville, TN 38501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cookeville | TN | 10/2016 | Present |
| Self Employed | Silver Point | TN | 01/2013 | 10/2016 |
| 304 Family Wealth | Cookeville | TN | 10/2016 | Present |
| Raymond James Financial Services Advisors, Inc | Cookeville | TN | 07/2025 | Present |
(1)Name of Business: 304 Family Wealth Address: 304 N Washington Ave, Cookeville, TN, 38501-4226, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch associate. Help answer phones, take messages, manage branch expenses, take client meeting notes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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