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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon Advisors, Inc | Memphis | TN | 10/2009 | 09/2025 |
| Raymond James Financial Services, Inc. | Memphis | TN | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Memphis | TN | 03/2026 | Present |
| Unemployed | Collierville | TN | 10/2025 | 03/2026 |
(1)Name of Business: FirstBank Address: 6815 Poplar Ave Ste 100, Memphis, TN, 38138-0606, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/28/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support day to day operations. (2)Name of Business: FirstBank Investment Partners Address: 6815 Poplar Ave Ste 100, Memphis, TN, 38138-0606, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/28/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide support for day to day operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-02 |
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