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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-01-22
TX RA APPROVED 2021-01-21
  • TN RA
    APPROVED
    Since 2021-01-22
  • TX RA
    APPROVED
    Since 2021-01-21

Branch Locations

615 Memorial Blvd, Murfreesboro, TN 37129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Firstbank Investment Partners Murfreesboro TN 01/2021 Present
Invest Financial Corporation Tampa FL 10/2015 02/2018
Lpl Financial Llc Murfreesboro TN 02/2018 Present
Firstbank Murfreesboro TN 01/2021 Present
  • 01/2021 → Present
    Firstbank Investment Partners
    Murfreesboro, TN
  • 10/2015 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Murfreesboro, TN
  • 01/2021 → Present
    Firstbank
    Murfreesboro, TN
Previous Registrations
  • 2018-02-14 → 2021-01-25
    Murfreesboro, TN
    Murfreesboro, TN
  • 2017-01-10 → 2018-02-14
    Invest Financial Corporation
    Murfreesboro, TN
Other Businesses

(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: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: FirstBank Investment Partners Address: 615 Memorial Blvd, Murfreesboro, TN, 37129, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-17
  • S66 Uniform Combined State Law Examination
    2016-11-17
Other Names
  • Matthew Schroer

View on SEC IAPD

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