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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-21 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
3823 Cleghorn Avenue, Nashville, TN 37215 • United States
20 Burton Hills Blvd Ste 450, Nashville, TN 37215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Nashville | TN | 08/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 01/2009 | Present |
| Pinnacle Bank | Nashville | TN | 06/2014 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 20 Burton Hills Blvd. Suite 450, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/27/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Consultant (2)Name of Business: Radnor Capital Partners Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/19/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Joseph Martinez and I are creating a marketing partnership under the name Radnor Capital Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-26 |
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