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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| TN | RA | APPROVED | 2023-07-11 |
Branch Locations
8398 Hwy 64, Bartlett, TN 38133 • United States
6815 Poplar Ave Ste 100, Memphis, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duncan-Williams, Inc. | Memphis | TN | 05/2004 | 03/2022 |
| Firstbank | Memphis | TN | 03/2022 | Present |
| Firstbank Investment Partner | Memphis | TN | 03/2022 | Present |
| Raymond James Financial Services, Inc. | Memphis | TN | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Memphis | TN | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Memphis | TN | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-29 |
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