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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-12 |
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
319 Manufacturers Road, Chattanooga, TN 37405-3239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2007 | 02/2018 |
| Lpl Financial Llc | Dayton | TN | 02/2018 | 01/2021 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 01/2021 | Present |
| Fb Wealth Partners | Chattanooga | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 01/2021 | Present |
(1)Name of Business: Firstbank Address: 319 Manufactures Rd, Chattanooga, TN, 37405-3239, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA (2)Name of Business: Firstbank Insurance INC Address: 319 Manufactures Rd, Chattanooga, TN, 37405-3239, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sale of non variable insurance products (3)Name of Business: Firstbank Investment Partners/DBA Address: 319 Manufactures Rd, Chattanooga, TN, 37405-3239, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-23 |
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