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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-03 |
| AK | RA | APPROVED | 2017-03-24 |
| AL | RA | APPROVED | 2016-03-08 |
| TN | RA | APPROVED | 2014-05-12 |
Branch Locations
1400 North Jackson Street, Tullahoma, TN 37388 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Tullahoma | TN | 05/2014 | Present |
| Southern Community Bank | Tullahoma | TN | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Tullahoma | TN | 05/2014 | Present |
| Smartbank Investment Services | Tullahoma | TN | 08/2018 | Present |
(1)Name of Business: SmartBank Investment Services Address: 1400 N Jackson St, Tullahoma, TN, 37388, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/19/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am a financial advisor as well as the Program Executive here at the bank for Wealth and Investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-27 |
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