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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-31 |
| AL | RA | APPROVED | 2023-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 05/1985 | 11/2019 |
| Oppenheimer & Co. Inc | Atlanta | GA | 11/2019 | 07/2023 |
| Raymond James Financial Services, Inc. | Florence | AL | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Florence | AL | 07/2023 | Present |
| First Bank Investment Partners | Florence | AL | 07/2023 | Present |
| First Bank | Florence | AL | 08/2023 | Present |
| Fbs | Florence | AL | 08/2026 | Present |
(1) Name of Business: First Bank Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/30/2023 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: First Bank Investment Partners Address: 436 N Court St, Florence, AL, 35630-6403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-19 |
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