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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 2023-02-17
  • TN RA
    APPROVED
    Since 2023-02-17

Branch Locations

235 E. Spring Street, Cookeville, TN 38501 • 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
First Horizon Advisors, Inc. Cookeville TN 10/1996 02/2023
Firstbank Cookeville TN 02/2023 Present
Raymond James Financial Services, Inc. Cookeville TN 02/2023 Present
Raymond James Financial Services Advisors, Inc. Cookeville TN 02/2023 Present
Firstbank Investment Partners Cookeville TN 02/2023 Present
  • 10/1996 → 02/2023
    First Horizon Advisors, Inc.
    Cookeville, TN
  • 02/2023 → Present
    Firstbank
    Cookeville, TN
  • 02/2023 → Present
    Raymond James Financial Services, Inc.
    Cookeville, TN
  • 02/2023 → Present
    Cookeville, TN
  • 02/2023 → Present
    Firstbank Investment Partners
    Cookeville, TN
Previous Registrations
  • 2004-03-12 → 2023-02-26
    First Horizon Advisors, Inc.
    Cookeville, TN
    Cookeville, TN
  • 2008-09-03 → 2013-10-10
    Ftb Advisors, Inc.
    Memphis, TN
Other Businesses

(1)Name of Business: FirstBank Address: 235 E Spring St, Cookeville, TN, 38501-3369, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/17/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor (2)Name of Business: FirstBank Investment Partners Address: 235 E Spring St, Cookeville, TN, 38501-3369, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/17/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-20
  • S63 Uniform Securities Agent State Law Examination
    1992-01-20
Designations
Other Names
  • Tod Williams

View on SEC IAPD

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