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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| GA | RA | APPROVED | 2021-01-22 |
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 02/1997 | 02/2018 |
| Firstbank | Lexington | TN | 01/1985 | 01/2021 |
| Lpl Financial Llc | Lexington | TN | 02/2018 | 01/2021 |
| Raymond James Financial Services | Lexington | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | TN | 01/2021 | Present |
(1) Name of Business: Address: 478 Doak Mason Rd, Jackson, TN, 38305, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 02/13/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have partnered on two bull calves I raised. Mike Blundell is my 50/50 partner and he is boarding them, caring for and feeding them, and carrying them to shows. I will care for them when they come back to my farm later this year. (2) Name of Business: Church Street Enterprises, LLC Address: 9865 Hwy 200, Lexington, TN, 38351, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/30/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Darryl & Denise Presley Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting), Health care POA (Acting) Investment Related: Yes Start Date: 02/03/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My spouse suffers from dementia. I am her main caregiver and provider. I schedule and pay for her daytime companion caregivers. I make all household, financial, and medical decisions on her behalf. (4) Name of Business: FB One Partners, LLC Address: 401 Meadowbrook Circle, Lexington, TN, 38351, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/11/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Name of Business: FirstBank Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/27/1985 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (6) Name of Business: FirstBank Insurance, Inc Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed annuity agent (7) Name of Business: FirstBank Investment Partners Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (8) Name of Business: James Presley Longhorns Address: 478 Doak Mason Rd, Jackson, TN, 38305, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered Texas Longhorn Cattle (9) Name of Business: James Presley Longhorns Address: 478 Doak Mason Rd, Jackson, TN, 38305, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We breed, raise, show, and sell registered Texas Longhorn cattle. (10) Name of Business: Vestco Development, LLC Address: 401 Meadowbrook Circle, Lexington, TN, 38351, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Da
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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