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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| TN | RA | APPROVED | 2017-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tullahoma | TN | 08/2016 | 01/2017 |
| Southern Community Bank | Tullahoma | TN | 02/2016 | Present |
| Raymond James Financial Services, Inc. | Tullahoma | TN | 01/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Tullahoma | TN | 02/2017 | Present |
| Smartbank | Tullahoma | TN | 08/2018 | Present |
| Highland Rim Wealth Management | Tullahoma | TN | 05/2023 | 05/2025 |
(1)Name of Business: Mary Kay Address: 215 Crethan Ln, Manchester, TN, 37355, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Independent contractor. Signed up as a consultant to recieve a discount on my personal products and to serve a few friends and family. (2) SmartBank Investment Services Address: 1400 N Jackson St, Tullahoma, TN, 37388, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/22/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
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