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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-06 |
| TN | RA | APPROVED | 2016-08-24 |
Branch Locations
100 Winners Circle Suite 400, Brentwood, TN 37027 • United States
216 S. Royal Oaks Blvd., Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Bank | Franklin | TN | 08/2016 | 08/2022 |
| Raymond James Financial Services, Inc. | Brentwood | TN | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 08/2016 | Present |
| Pinnacle Financial Partners | Brentwood | TN | 08/2016 | Present |
| Southern Lawn And Landscape, Llc | Franklin | TN | 08/2016 | Present |
(1)Name of Business: DBA Legacy Planning Partners Address: 100 Winners Cir N Ste 400, Brentwood, TN, 37027-1074, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Jones Address: 821 North Hampton Cove, Franklin, TN, 37064, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 10/02/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. ParentsRonald W. JonesRebecca B. Jones (3)Name of Business: Pinnacle Asset Management Address: 7040 Carothers Pkwy, Franklin, TN, 37067-6304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/16/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (4)Name of Business: Southern Lawn and Landscape, LLC Address: 821 North Hampton Cove, Franklin, TN, 37064, United States Activity Type: Part-Time Activity/Employment Position/Title: Bookkeeper Investment Related: No Start Date: 08/23/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my son's business and I help him keep the books for the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
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