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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-19 |
Branch Locations
2524 Hwy 49E Suite D, Pleasant View, TN 37146 • United States
1865 Executive Park Place Suite 5, Cleveland, TN 37312 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarksville | TN | 09/2023 | 11/2024 |
| Austin Peay State University | Clarksville | TN | 12/2021 | 05/2025 |
| N/A | Clarksville | TN | 05/2021 | 11/2024 |
| Rossview Middle School | Clarksville | TN | 05/2014 | 05/2017 |
| Kroger | Clarksville | TN | 06/2019 | 08/2019 |
| F & M Bank | Clarksville | TN | 09/2023 | 11/2024 |
| F & M Wealth Management | Clarksville | TN | 09/2023 | 11/2024 |
| Rossview High School | Rossview | TN | 05/2017 | 05/2021 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 05/2025 | Present |
1) True North Wealth Group, Start Date : 6/2/2025, Salaried Employee, Non-investment related, 60% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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