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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED | 2023-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Florence | AL | 02/2013 | 01/2023 |
| Raymond James Financial Services, Inc. | Florence | AL | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Florence | AL | 01/2023 | Present |
| Firstbank Investment Partners | Memphis | TN | 02/2023 | Present |
| First Bank | Memphis | TN | 02/2023 | Present |
(1)Name of Business: Court Street Wealth Management Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2023 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 name (2)Name of Business: FirstBank Investment Partners Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2023 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 name (3)Name of Business: Rock House on Tombigbee, LLC Address: 728 E Tombigbee St, Florence, AL, 35630, United States Activity Type: Rental Real Estate Position/Title: Other, Owner/Proprietor Investment Related: Yes Start Date: 09/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Tammy and I, are buying an older home for her to fix up and operate as an Air B&B. we purchased in our name, and then at advice of our attorney, set up this LLC in just her name to own the property. Tammy is the 100% owner. (4)Name of Business: TD Real Estate LLC Address: 436 N Court St, Florence, AL, 35630, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 02/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner with Kin Taylor & we purchased the building our Raymond James office is located in at 436 N Court St, Florence, AL 35630
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-22 |
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