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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2015-10-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Nashvile | TN | 10/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Franklin | TN | 10/2015 | Present |
| Franklin Synergy Bank | Franklin | TN | 10/2017 | 03/2018 |
| Firstbank | Franklin | TN | 10/2020 | Present |
(1)Name of Business: FirstBank Investment Partners Address: 3310 Aspen Grove Dr, Franklin, TN, 37067, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 10/14/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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