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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-14 |
| TN | RA | APPROVED | 2019-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Maryville | TN | 08/2011 | 09/2019 |
| Raymond James Financial Services | Maryville | TN | 09/2019 | Present |
| Raymond James Financial Services Advisors | Maryville | TN | 09/2019 | Present |
| Smartbank | Maryville | TN | 02/2022 | Present |
(1) Name of Business: SmartBank Investments Address: 214 Keller Ln, Maryville, TN, 37801, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-31 |
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