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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-09
AL RA APPROVED 2023-01-27
  • TX RA
    APPROVED
    Since 2023-02-09
  • AL RA
    APPROVED
    Since 2023-01-27

Branch Locations

436 N Court St, Florence, AL 35630 • 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
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
Previous Registrations
  • 2013-02-13 → 2023-01-31
    Decatur, AL
    Florence, AL
    Hamilton, AL
    Hamilton, AL
  • 2009-02-19 → 2013-02-13
    Morgan Keegan & Company, Llc
    Florence, AL
    Decatur, AL
  • 2005-05-05 → 2009-03-02
    Winfield, AL
    Cordova, TN
    Brentwood, TN
    Nashville, TN
    Muscle Shoals, AL
    Franklin, TN
    Franklin, TN
    Nashville, TN
    Florence, AL
    Hamilton, AL
    Hackleburg, AL
    Memphis, TN
    Nashville, TN
    Hermitage, TN
    Brentwood, TN
    Anderson, AL
    Memphis, TN
    Nashville, TN
    Guin, AL
    Arlington, TN
    Germantown, TN
    Florence, AL
    Birmingham, AL
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-17
S63 Uniform Securities Agent State Law Examination 1995-06-09
  • S65 Uniform Investment Adviser Law Examination
    2004-11-17
  • S63 Uniform Securities Agent State Law Examination
    1995-06-09
Other Names
  • Kin Taylor
  • Daniel Kincaid Taylor

View on SEC IAPD

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