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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
2 E. Second Street, Oil City, PA 16301 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Oil City | PA | 11/2014 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
(1)Name of Business: dave gunter rentals Address: 2 East Second St, Oil City, PA, 16301, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 12/08/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the retail office (2)Name of Business: Magrini Managment LLC Address: 532 Wood St, Clarion, PA, 16214, United States Activity Type: Business Owner Position/Title: Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 03/17/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is set up per my attorney and accountant to go along with my rental business to better control the expenses. (3)Name of Business: Pinnacle Wealth Solutions Address: 2962 Gourley Rd, Sligo, PA, 16255, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 11/03/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a real estate holding company. I had this Corp set up before and ended the my role - since then my attorney has recommended i move my real estate holdings into the entity\nso i will eventually be closing the gunter rentals and mini storage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-05 |
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