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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-27 |
Branch Locations
623 W Main St, Lebanon, TN 37087 • United States
4736 Andrew Jackson Parkway, Hermitage, TN 37076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rei Co-Op | Brentwood | TN | 08/2024 | 12/2024 |
| Belmont University | Nashville | TN | 11/2021 | 06/2024 |
| Rei Co-Op | Brentwood | TN | 08/2021 | 11/2021 |
| Belmont University | Nashville | TN | 06/2019 | 05/2021 |
| Vanderbilt University | Nashville | TN | 06/2017 | 05/2019 |
| University Of Alabama | Tuscaloosa | AL | 08/2013 | 05/2017 |
| Thrivent Investment Management Inc | Nashville | TN | 11/2024 | 02/2026 |
| Thrivent Financial | Appleton | WI | 01/2025 | 08/2025 |
| Thrivent Financial | Appleton | WI | 08/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Lebanon | TN | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lebanon | TN | 02/2026 | Present |
| Wilson Bank & Trust/Wbt Wealth Management | Lebanon | TN | 02/2026 | Present |
(1)Name of Business: WBT Wealth Management Address: 623 W Main St, Lebanon, TN, 37087-3404, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advising duties within investment program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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