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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-06 |
Branch Locations
3904 Hillsboro Pike, Ste 101, Nashville, TN 37215 • United States
2877 Medical Center Pkwy, Murfreesboro, TN 37129 • United States
1556 W Mcewen Dr Ste 124, Franklin, TN 37067 • United States
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 |
|---|---|---|---|---|
| Suntrust | Nashville | TN | 10/2013 | 12/2016 |
| Suntrust Investments Services, Inc. | Atlanta | GA | 10/2013 | 12/2016 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 08/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2016 | 08/2017 |
| Merrill Lynch Pierce Fenner Smith | Franklin | TN | 09/2017 | 08/2022 |
| Truist Investment Services Inc. | Nashville | TN | 08/2022 | 08/2023 |
| Truist Advisory Services Inc. | Nashville | TN | 08/2022 | 08/2023 |
| Wilson Bank & Trust Investment Services | Franklin | TN | 08/2023 | 04/2025 |
| Raymond James Financial Services, Inc. | Franklin | TN | 08/2023 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Franklin | TN | 08/2023 | 06/2025 |
| Wilson Bank And Trust | Franklin | TN | 08/2023 | 06/2025 |
| Wbt Wealth Managment | Franklin | TN | 02/2025 | 06/2025 |
| Pnc Investments Llc | Franklin | TN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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