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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| SC | RA | APPROVED | 2018-03-06 |
Branch Locations
530 Johnnie Dodds Boulevard, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Mt. Pleasant | SC | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Mount Pleasant | SC | 03/2018 | Present |
| Suntrust Investment Services, Inc | Mt. Pleasant | SC | 01/2010 | 03/2018 |
(1)Name of Business: Johnson Address: 530 Johnnie Dodds Blvd, Mount Pleasant, SC, 29464, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 03/14/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Johnson Family ILIT TTEE for the benefit of all three siblings based on second-to-die provision (2)Name of Business: JohnsonCole Private Wealth Group Address: 530 Johnnie Dodds Blvd, Mount Pleasant, SC, 29464, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/27/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Marketing purposes only (3)Name of Business: Pinnacle Asset Management Address: 530 Johnnie Dodds Blvd, Mount Pleasant, SC, 29464, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-10 |
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