| Entity Name: | CARILLON TOWER ADVISERS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Profit Corporation |
| Status: | Active |
| Date Filed: | 04 Dec 2014 (10 years ago) |
| Document Number: | P14000097687 |
| FEI/EIN Number | 47-2484963 |
| Address: | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Mail Address: | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| ZIP code: | 33716 |
| County: | Pinellas |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1715163 | 880 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716 | 880 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716 | 800-521-1195 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-28
| Form type | N-PX |
| File number | 028-18365 |
| Filing date | 2024-08-28 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-09
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2024-05-09 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-12
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2024-02-12 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-13
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2023-11-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-09
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2023-08-09 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-08
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2023-05-08 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-08
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2022-11-08 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-12
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2022-05-12 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-11
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2022-02-11 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-11
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2021-08-11 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-14
| Form type | 13F-NT |
| File number | 028-18365 |
| Filing date | 2021-05-14 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-12
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2021-02-12 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-12
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2020-11-12 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-12
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2020-08-12 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-11
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2020-05-11 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-11
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2020-02-11 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-05
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2019-11-05 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-08
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2019-08-08 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-03
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2019-05-03 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-04-25
| Form type | 40-APP/A |
| File number | 812-14194-04 |
| Filing date | 2019-04-25 |
| File | View File |
Filings since 2019-03-26
| Form type | 40-APP/A |
| File number | 812-14194-04 |
| Filing date | 2019-03-26 |
| File | View File |
Filings since 2019-02-13
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2019-02-13 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-12-21
| Form type | 40-APP/A |
| File number | 812-14194-04 |
| Filing date | 2018-12-21 |
| File | View File |
Filings since 2018-12-04
| Form type | 40-APP/A |
| File number | 812-14194-04 |
| Filing date | 2018-12-04 |
| File | View File |
Filings since 2018-11-13
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2018-11-13 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-09
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2018-08-09 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-14
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2018-05-14 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-12
| Form type | 13F-HR |
| File number | 028-18365 |
| Filing date | 2018-02-12 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-08-22
| Form type | 40-APP/A |
| File number | 812-14777-04 |
| Filing date | 2017-08-22 |
| File | View File |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Address |
|---|---|---|
| Singleton, Steven "Steve" | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Johnson, Matthew | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Edwards, Charles "Mike" | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Rick, Edward "Ed" | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Sperber, Matthew | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Lewis, Michelle | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Orton, Matthew | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Waz, Matthew "Matt" C. | Senior Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Singleton, Steven "Steve" | Head of Risk | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Facos, Elizabeth "Joy" | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Sousa, Damian | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Morabito, Albert | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Leemon, Scott | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Gill, Carolyn | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Chwazik, Ludmila | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Walzer, Susan L. | Vice President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Facos, Elizabeth "Joy" | Head of Responsible Investing | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Wilwant, Eric C. | Chief Operating Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Wilwant, Eric C. | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Sousa, Damian | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Walzer, Susan L. | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Rick, Edward "Ed" | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Lillian, Jordan | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Kendall, Robert "Bob" Daniel | Director | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Sousa, Damian | Chief Compliance Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Morabito, Albert | Deputy Chief Administrative Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Stevenson, Cassandra Cook | Assistant Treasurer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Johnson, Matthew | Head of Product Management and Marketing | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Thieme, Derek | Controller | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Thieme, Derek | Treasurer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Edwards, Charles "Mike" | Head of Global Client Coverage | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Leemon, Scott | Operations | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Leemon, Scott | Technology | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Gill, Carolyn | Fund Accounting | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Gill, Carolyn | PFO Carillon Funds | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Rick, Edward "Ed" | Head of Investment Insights and Development | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Sperber, Matthew | Corporate Development and Strategy | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Morrison, Robert | Secretary | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Walzer, Susan L. | Secretary | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Chwazik, Ludmila | Fund Compliance | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Chwazik, Ludmila | CCO Carillon Funds | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Gilbert, Steven | ABAC and Privacy Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Lewis, Michelle | Head of Retirement Solutions | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Lillian, Jordan | Business Insight | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Lillian, Jordan | Strategy | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Ferguson, Todd | Information Security Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Orton, Matthew | Advisory Solutions and Market Strategies | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| James, Thomas A. | Chairman | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Kendall, Robert "Bob" Daniel | President | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Waz, Matthew "Matt" C. | Head of Institutional Sales | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Walzer, Susan L. | Fund Administration | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Walzer, Susan L. | Principal Executive Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Walzer, Susan L. | Carillon Funds | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Name | Role | Address |
|---|---|---|
| Scharmer, Michael | AML and OFAC Sanctions Officer | 880 Carillon Parkway, St. Petersburg, FL 33716 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000126432 | RAYMOND JAMES INVESTMENT MANAGEMENT | ACTIVE | 2022-10-10 | 2027-12-31 | No data | 880 CARILLON PARKWAY, ST PETERSBURG, FL, 33716 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-04-19 | 880 Carillon Parkway, St. Petersburg, FL 33716 | No data |
| CHANGE OF MAILING ADDRESS | 2024-04-19 | 880 Carillon Parkway, St. Petersburg, FL 33716 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-19 |
| ANNUAL REPORT | 2023-02-27 |
| ANNUAL REPORT | 2022-04-05 |
| ANNUAL REPORT | 2021-04-18 |
| ANNUAL REPORT | 2020-05-30 |
| ANNUAL REPORT | 2019-03-20 |
| ANNUAL REPORT | 2018-04-06 |
| ANNUAL REPORT | 2017-04-15 |
| ANNUAL REPORT | 2016-04-05 |
| ANNUAL REPORT | 2015-04-12 |
Date of last update: 21 Jan 2025
Sources: Florida Department of State
