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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-09 |
Branch Locations
15025 Ballancroft Parkway, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 05/2014 | 11/2017 |
| Bank Of North Carolina | Charlotte | NC | 05/2014 | 11/2017 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 11/2017 | Present |
| Pinnacle Bank | Charlotte | NC | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Charlotte | NC | 11/2017 | Present |
| Pinnacle Financial Partners | Charlotte | NC | 08/2018 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 15025 Ballancroft Pkwy, Charlotte, NC, 28173, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-02 |
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