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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-14
TN RA APPROVED 2019-04-30
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • TN RA
    APPROVED
    Since 2019-04-30

Branch Locations

320 S Jefferson Ave, Cookeville, TN 38501 • 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
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
  • 10/2016 → 12/2018
    J&A Wealth Management
    Smithville, TN
  • 10/2016 → 01/2019
    Hd Vest Investment Services
    Smithville, TN
  • 01/2019 → Present
    Raymond James Financial Services, Inc.
    Carthage, TN
  • 01/2019 → Present
    Wilson Bank And Trust
    Cookeville, TN
  • 04/2019 → Present
    Cookeville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-25
S63 Uniform Securities Agent State Law Examination 2016-12-21
  • S65 Uniform Investment Adviser Law Examination
    2019-04-25
  • S63 Uniform Securities Agent State Law Examination
    2016-12-21

View on SEC IAPD

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