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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-31 |
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
5537 Kingston Pike, Knoxville, TN 37919-5025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Knoxville | TN | 03/2016 | 02/2019 |
| Lpl Financial Llc | Knoxville | TN | 02/2019 | 01/2021 |
| Firstbank | Knoxville | TN | 01/2021 | Present |
| Raymond James Financial Services | Knoxville | TN | 01/2021 | Present |
| Aymond James Financial Services Advisors | Knoxville | TN | 01/2021 | Present |
| First Bank Investment Partners | Knoxville | TN | 01/2021 | Present |
(1)Name of Business: FirstBank Address: 5537 Kingston Pike, Knoxville, TN, 37919-5025, 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: financial advisor (2)Name of Business: FirstBank Insurance Inc Address: 5537 Kingston Pike, Knoxville, TN, 37919-5025, 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: financial advisor (3)Name of Business: FirstBank Investment Partners Address: 5537 Kingston Pike, Knoxville, TN, 37919-5025, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No 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: financial advisor / DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
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