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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Nashville | TN | 04/2011 | 02/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2012 | 02/2021 |
| Truist Investment Services, Inc. | Nashville | TN | 09/2016 | 12/2023 |
| Miller Wealth Sports & Entertainment Llc | Mount Juliet | TN | 01/2024 | 04/2025 |
| Raymond James Financial Services Inc. | Murfreesboro | TN | 04/2026 | Present |
| Firstbank | Franklin | TN | 03/2025 | 04/2026 |
| Truist Advisory Services Inc. | Nashville | TN | 09/2016 | 12/2023 |
| Raymond James Financial Services Advisors Inc. | Murfreesboro | TN | 04/2026 | Present |
(1) Name of Business: FirstBank Address: 615 Memorial Blvd, Murfreesboro , TN, 37129, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I manage a bank portfolio consisting of loans and deposits.\n (2) Name of Business: FirstBank Investment Partners Address: 615 Memorial Blvd, Murfreesboro , TN, 37129, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/03/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Licensed Banker\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-23 |
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