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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-16 |
Branch Locations
8001 Boat Club Road Suite A, Fort Worth, TX 76179 • United States
2 disclosure categories 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, Inc. | Aledo | TX | 07/2012 | Present |
| Southwest Bank | Fort Worth | TX | 06/2012 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Aledo | TX | 08/2012 | Present |
| Southwest Bank Wealth Group | Fort Worth | TX | 11/2012 | Present |
| Clock Enterprises Lc: Dba Fantastic Sams | Fort Worth | TX | 05/2019 | 04/2020 |
| Pinnacle Bank | Fort Worth | TX | 03/2020 | Present |
| Pinnacle Bank Wealth Advisors | Fort Worth | TX | 03/2020 | Present |
(1)Name of Business: Pinnacle Bank Address: 8001 Boat Club Rd Ste A, Fort Worth, TX, 76179, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor for Pinnacle Bank using the Raymond James FID platform to provide those services. (2)Name of Business: Pinnacle Bank Wealth Advisors Address: 8001 Boat Club Rd Ste A, Fort Worth, TX, 76179, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor for Pinnacle Bank using the Raymond James FID platform to provide those services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-22 |
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