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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2018-10-30 |
Branch Locations
333 E Main Street Suite 120, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Lexington | KY | 03/2012 | 09/2018 |
| Raymond James Financial Services, Inc | Lexington | KY | 09/2018 | 10/2018 |
| Raymond James Financial Services, Inc | Lexington | KY | 10/2018 | Present |
| Raymond James Financial Services Advisors, Inc | Lexington | KY | 10/2018 | Present |
| Wealthsouth | Lexington | KY | 09/2018 | Present |
| Famers National Bank | Lexington | KY | 09/2018 | Present |
| Fnb Investment Services | Lexington | KY | 09/2018 | Present |
(1)Name of Business: Farmers National Bank Address: 106 W Vine Street Ste 600, Lexington, KY, 40515, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President, Associate/Employee Investment Related: Yes Start Date: 09/04/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Relationship manager who helps investment clients navigate their financial life. Financial planning, insurance planning, strategic lending and trust planning are all areas we help support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-21 |
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