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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Murfreesboro | TN | 11/2007 | 02/2018 |
| Firstbank | Murfreesboro | TN | 04/2007 | Present |
| Lpl Financial Llc | Murfreesboro | TN | 02/2018 | 01/2021 |
| Raymond James Financial Services, Inc. | Murfreesboro | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Murfreesboro | TN | 01/2021 | Present |
(1)Name of Business: FirstBank Insurance Inc Address: 615 Memorial Blvd, Murfreesboro, TN, 37129, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent (2)Name of Business: FirstBank Investment Partners Address: 615 Memorial Blvd, Murfreesboro, TN, 37129, 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: Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
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