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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-01-15 |
| TX | RA | APPROVED | 2021-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Murfreesboro | TN | 02/2014 | 12/2017 |
| Lpl Financial Llc | Tullahoma | TN | 12/2017 | 01/2021 |
| First Bank | Tullahoma | TN | 12/2017 | 01/2021 |
| Raymond James Financial Services, Inc | Murfreesboro | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Murfreesboro | TN | 01/2021 | Present |
| First Bank | Murfreesboro | TN | 01/2021 | Present |
| First Bank Investment Partners | Murfreesboro | TN | 01/2021 | Present |
(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: 41+ 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: 41+ Description of duties: DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-14 |
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