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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| TN | RA | APPROVED | 2024-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 09/2019 | 04/2022 |
| Franklin Synergy Bank | Nashville | TN | 07/2018 | 09/2019 |
| Wsw, Cpa's | Nashville | TN | 05/2017 | 06/2017 |
| Wunderlich Securities | Franklin | TN | 06/2017 | 07/2017 |
| University Of Tennessee | Knoxville | TN | 08/2014 | 07/2018 |
| Firstbank | Brentwood | TN | 10/2020 | 04/2022 |
| Janney Montgomery Scott Llc | Franklin | TN | 04/2022 | 04/2023 |
| Janney Montgomery Scott Llc | Franklin | TN | 07/2022 | 06/2023 |
| Hightower Advisors | Chicago | IL | 06/2023 | 04/2024 |
| Raymond James & Associates, Inc | Franklin | TN | 04/2024 | Present |
| Franklin Synergy Bank | Nashville | TN | 09/2019 | 10/2020 |
| The Bahnsen Group | Newport Beach | CA | 04/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-12 |
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