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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-06-02
  • AL RA
    APPROVED
    Since 2026-06-02

Branch Locations

436 N Court St, Florence, AL 35630 • United States

615 Memorial Blvd. Murfreesboro, Tn, Usa, 37129, Murfreesboro, TN 37129 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Florence AL 01/2023 Present
Raymond James & Associates, Inc Florence AL 09/2013 01/2023
Firstbank Investment Partners Florence AL 01/2023 05/2026
Firstbank Florence AL 01/2023 Present
Southern New Hampshire University Hookset NH 03/2021 08/2022
Raymond James Financial Services Advisors, Inc Florence AL 05/2026 Present
Firstbank Investment Partners Florence AL 05/2026 Present
  • 01/2023 → Present
    Raymond James Financial Services, Inc.
    Florence, AL
  • 09/2013 → 01/2023
    Raymond James & Associates, Inc
    Florence, AL
  • 01/2023 → 05/2026
    Firstbank Investment Partners
    Florence, AL
  • 01/2023 → Present
    Firstbank
    Florence, AL
  • 03/2021 → 08/2022
    Southern New Hampshire University
    Hookset, NH
  • 05/2026 → Present
    Florence, AL
  • 05/2026 → Present
    Firstbank Investment Partners
    Florence, AL
Other Businesses

(1) Name of Business: FirstBank Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 01/26/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Assistant.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-07
  • S66 Uniform Combined State Law Examination
    2026-05-07
Other Names
  • Jeannie Wilson
  • Jeannie Patterson
  • Jeannie Russell

View on SEC IAPD

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