Dana R. Park

FIRST FAMILY WEALTH

MURFREESBORO, TN 37129

CRD#: 8174390

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Professional summary

Dana Rowland Park is a registered financial advisor currently at FIRST FAMILY WEALTH located in Murfreesboro, Tennessee.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dana has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Rowland Park's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 4, 2025 - Present

FIRST FAMILY WEALTH

Office #1: 1500 Medical Center Parkway Suite 3, Murfreesboro, TN 37129

RIA

CRD#: 338250

MURFREESBORO, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(11/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/2/2025

Uniform Investment Adviser Law Examination

Current Firm

FIRST FAMILY WEALTH

FIRST FAMILY WEALTH | FIRST FAMILY WEALTH LLC

CRD#: 338250 / SEC#:

Tennessee

Registered Investment Advisory firm - (10/20/2025 Approved)

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Contact information

Main Address

1500 Medical Center Parkway Suite 3, Murfreesboro, TN 37129

Mailing Address

Phone number

(615) 653-0361

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dana R. Park

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Rowland Park's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2025

Current Firm

FIRST FAMILY WEALTH

Contact information

Documents

Red Flags

Company Information

FIRST FAMILY WEALTH

TRUST BUT VERIFY

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