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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-31 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 11/2014 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2015 | 07/2020 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 07/2020 | Present |
| Pinnacle Financial Partners | Concord | NC | 08/2021 | Present |
(1)Name of Business: Pinnacle Asset Managment Address: 871 Church St. N, 2nd Floor, Concord , NC, 28025, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Managing Client Assets via discretionary portfolios
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-06 |
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