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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-08 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
1500 Medical Center Pkwy Suite 2B, Murfreesboro, TN 37129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Murfreesboro | TN | 03/2003 | Present |
| Franklin Synergy Bank | Murfreesboro | TN | 03/2003 | Present |
| Murfreesboro Parks And Rec Commission | Murfreesboro | TN | 08/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Murfreesboro | TN | 01/2009 | Present |
| Firstbank | Murfreesboro | TN | 10/2020 | Present |
(1)Name of Business: DTK Partnership Address: 1815 Riverview Drive, MURFREESBORO, TN, 37129, United States Activity Type: Other Position/Title: Partner Investment Related: Yes Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a partnership for the sole purpose of investing in a private placement (2)Name of Business: FB Investment Partners Address: 1500 Medical Center Pkwy, Suite 2B, Murfreesboro, TN, 37129, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA and backup OSJ (3)Name of Business: Jernigan Wealth Solutions Address: 1500 Medical Center Pkwy Ste 2B, Murfreesboro, TN, 37129-3837, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: this is our team name. it is not a licensed business. only the name we hold out for our group. during recent compliance exam, they told us it needed to be listed as an OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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