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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Firstbank | Smyrna | TN | 01/2021 | 01/2021 |
| Invest Financial Corporation | Tampa | FL | 01/2016 | 02/2018 |
| Lpl Financial Llc | Smyrna | TN | 02/2018 | 01/2021 |
| Raymond James Financial Services, Inc. | Smyrna | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors | Smyrna | TN | 01/2021 | Present |
| First Bank Investment Partners | Murfreesboro | TN | 01/2021 | Present |
| First Bank | Smyrna | TN | 01/2021 | Present |
(1)Name of Business: FirstBank Address: 417 S Lowry St, Smyrna, TN, 37167-3418, 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: 81+ Description of duties: Financial Advisor (2)Name of Business: FirstBank Investment Partners Address: 417 S Lowry St, Smyrna, TN, 37167-3418, 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: 81+ Description of duties: DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-30 |
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