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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| TN | RA | APPROVED | 2019-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J&A Wealth Management | Smithville | TN | 10/2016 | 12/2018 |
| Hd Vest Investment Services | Smithville | TN | 10/2016 | 01/2019 |
| Raymond James Financial Services, Inc. | Carthage | TN | 01/2019 | Present |
| Wilson Bank And Trust | Cookeville | TN | 01/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Cookeville | TN | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-21 |
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