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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-21 |
| TN | RA | APPROVED | 2021-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Lexington | TN | 05/2013 | 02/2018 |
| Lpl Financial Llc | Lexington | TN | 02/2018 | 01/2021 |
| Raymond James Financial Services, Inc. | Lexington | TN | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Lexington | TN | 01/2021 | Present |
| Firstbank | Lexington | TN | 01/2021 | Present |
(1)Name of Business: FirstBank Address: 18 S Main St, Lexington, TN, 38351-2101, 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 Insurance Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: offer non-variable insurance (3)Name of Business: FirstBank Investment Partners Address: 18 S Main St, Lexington, TN, 38351-2101, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
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