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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
| AL | RA | APPROVED | 2023-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Florence | AL | 02/2013 | 01/2023 |
| Raymond James Financial Services Advisors, Inc | Florence | AL | 01/2023 | Present |
| Raymond James Financial Services, Inc | Florence | AL | 01/2023 | Present |
| Firstbank Investment Partners | Florence | TN | 01/2022 | Present |
| Firstbank | Florence | TN | 01/2023 | Present |
(1)Name of Business: FirstBank Investment Partners Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/DBA name (2)Name of Business: Home Plate Properties Address: 401 Gallatin Way, florence, AL, 35634, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/27/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: purchase rental property and flip properties. (3)Name of Business: K&J Investment Holdings Address: 401 Gallatin Way, florence, AL, 35634, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 02/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: seek and buy real esate for the purspose of selling or renting (4)Name of Business: TD Real Estate Address: 401 Gallatin Way, Florence, AL, 35634, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 08/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chris Dixon (RJ FA and partner) own RJ office building in Florence that we practice in. Occasionally we look to buy other properties for flip purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-09 |
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