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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-06 |
| NC | RA | APPROVED | 2015-10-01 |
Branch Locations
2815-A S. Church Street, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Burlington | NC | 08/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | NC | 09/2015 | Present |
| Pinnacle Wealth Partners, Llc | Burlington | NC | 08/2015 | 04/2021 |
| Burlington 8142, Llc | Whitsett | NC | 12/2015 | 01/2019 |
| Pinnacle Wealth Partners - The Cockman Group | Burlington | NC | 12/2020 | 04/2021 |
| Cockman Family Enterprises, Llc | Burlington | NC | 12/2003 | 01/2023 |
| First Pharmacy Of Martinsville | Whitsett | NC | 08/2014 | 07/2017 |
(1)Name of Business: Plastridge Insurance Agency Address: 820 NE 6th Avenue, Delray Beach, FL, 33444, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1980 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-23 |
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