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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED_RES | 2018-12-11 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lebanon | TN | 08/2000 | Present |
| Wilson Bank & Trust | Lebanon | TN | 04/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Lebanon | TN | 01/2009 | Present |
| Wilson Bank & Trust Investment Services | Lebanon | TN | 04/2005 | 04/2025 |
WBT Wealth Management, 623 W Main St, Lebanon, TN 37087, Support Company - Non-Owner, Associate/Employee, I/R: No 04/18/2025, HPM: 81+ HPM trade hrs: 41+, Duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-02 |
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