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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-17 |
| TN | RA | APPROVED | 2017-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Nashville | TN | 11/2000 | 10/2017 |
| Raymond James Financial Advisor | Nashville | TN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 10/2017 | Present |
(1)Name of Business: Pinnacle Bank Address: 2307 Crestmoor Rd, Nashville, TN, 37215-2003, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/16/2017 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: Pinnacle Bank/Pinnacle Asset Management Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to clients (3)Name of Business: The Oakley Group Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/16/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-30 |
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