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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-04-30 |
Branch Locations
4110 North Mt. Juliet, Mt. Juliet, TN 37122 • United States
1817 West End Avenue, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Memphis | TN | 05/2004 | 12/2018 |
| Umeployed | Smyrna | TN | 01/2019 | 01/2021 |
| Raymond James Financial Services, Inc | Franklin | TN | 01/2021 | 03/2021 |
| Raymond James Financial Services, Inc | Nashville | TN | 03/2021 | Present |
| First Bank | Nashville | TN | 01/2021 | Present |
| First Bank Investment Partners | Nashville | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 04/2021 | Present |
(1)Name of Business: Address: Lebanon, TN, 37087, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 09/16/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: POA/Personal Representative. Unilateral power for trading, withdrawing and closure of accounts. (2)Name of Business: FirstBank Address: 1817 W End Ave, Nashville, TN, 37203-2627, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/11/2021 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 (3)Name of Business: FirstBank Investment Partners Address: 1817 W End Ave, Nashville, TN, 37203-2627, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/11/2021 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/DBA Name (4)Name of Business: SafeMed Anesthesia Inc. Address: , Lebanon, TN, 37087, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 03/11/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my wife's company and I'm listed as Secretary and Treasurer. I help her manage the SEP account and now the Cash Balance Plan Also gather and relay tax info to our CPA. She owns 100% of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-24 |
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