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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED | 2021-03-09 |
| TN | RA | APPROVED | 2021-02-18 |
Branch Locations
1476 N Mount Juliet Rd, Mount Juliet, TN 37122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Mt Juliet | TN | 06/2013 | Present |
| Wilson Bank And Trust | Mount Juliet | TN | 03/2011 | 10/2019 |
| Wilson Bank & Trust | Mount Juliet | TN | 09/2020 | Present |
| Wilson Bank & Trust Investment Services | Mount Juliet | TN | 12/2008 | 04/2025 |
Name of Business: WBT Wealth Management Address: 1476 N Mount Juliet Rd, Mount Juliet, TN 37122-3341Activity Type: Support Company - Non Owner Position: Associate/Employee Title: Financial Advisor Investment Related: No Start Date: 4/28/2025 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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