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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons, Llc | Crossville | TN | 04/2014 | 08/2017 |
| First Horizon Advisors, Inc. | Cookeville | TN | 08/2017 | 07/2021 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 07/2021 | Present |
| Firstbank | Crossville | TN | 07/2021 | Present |
| Firstbank Investment Partners | Crossville | TN | 07/2021 | Present |
(1)Name of Business: FirstBank Address: 139 Elmore Rd, Crossville, TN, 38555-4047, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/26/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: FirstBank Insurance Inc. Address: 139 Elmore Rd, Crossville, TN, 38555-4047, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/26/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offer Non variable insurance (3)Name of Business: FirstBank Investment Partners Address: 139 Elmore Rd, Crossville, TN, 38555-4047, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/26/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-11 |
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