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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-13 |
Branch Locations
30 Burton Hills Blvd. Suite 100, Nashville, TN 37215 • United States
1550 W Mcewen Drive Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 06/2024 | 11/2024 |
| Strategic Financial Partners | Franklin | TN | 02/2024 | 04/2024 |
| University | Murfreesboro | TN | 08/2021 | 05/2024 |
| Unum | Chattanooga | TN | 04/2023 | 12/2023 |
| Drake's | Chattanooga | TN | 05/2022 | 08/2022 |
| Ooltewah Whistlestop | Ooltewah | TN | 12/2021 | 12/2022 |
| Unemployed | Chattanooga | TN | 05/2014 | 11/2021 |
| First Citizens Bank | Raleigh | NC | 06/2024 | 11/2024 |
| Raymond James & Associates | Franklin | TN | 01/2025 | Present |
| Unemployed | Chattanooga | TN | 11/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-14 |
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