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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-03 |
| SC | RA | APPROVED | 2017-11-09 |
Branch Locations
3751 Robert M. Grissom Parkway Suite 201, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of North Carolina | Myrtle Beach | SC | 09/2010 | 11/2017 |
| Lpl Financial Llc | Myrtle Beach | SC | 05/2014 | 11/2017 |
| Raymond James Financial Services, Inc. | Myrtle Beach | SC | 11/2017 | Present |
| Pinnacle Financial Partners | Myrtle Beach | SC | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Myrtle Beach | SC | 11/2017 | Present |
| Pinnacle Bank | Myrtle Beach | SC | 11/2017 | Present |
| Pinnacle Bank | Myrtle Beach | SC | 11/2017 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 3751 Robert M Grissom Pkw Ste 201, Myrtle Beach, SC, 29577, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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