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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| TN | RA | APPROVED | 2015-05-19 |
Branch Locations
4736 Andrew Jackson Parkway, Hermitage, TN 37076 • United States
623 West Main Street, Labanon, TN 37087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lebanon | TN | 05/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Lebanon | TN | 05/2015 | Present |
| Wilson Bank And Trust | Lebanon | TN | 04/2015 | Present |
WBT Wealth Management, 623 W Main St, Lebanon, TN,37087, Support Company - Non-Owner, Officer - Vice President, I/R: No 02/24/2025, HPM: 81+ HPM trade hrs: 41+, Duties:I manage our group of Advisors while also maintaining a book of clients where we offer full service financial planning and investment services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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