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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
501 Riverside Ave Ste 600, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Jacksonville | FL | 09/2010 | 05/2018 |
| Bbtis | Charlotte | NC | 09/2010 | 05/2018 |
| Bb&T Securities, Llc | Jacksonville | FL | 01/2018 | 05/2018 |
| Bb&T Securities, Llc | Saint Augustine | FL | 05/2018 | 02/2021 |
| Truist Investment Services, Inc. | Saint Augustine | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | St. Augustine | FL | 02/2021 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 05/2024 | Present |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 05/2024 | Present |
| All Paws Wildlife Rescue And Sanctuary | St. Augustine | FL | 12/2017 | Present |
| Top Shots Youth Shooters, Inc | St. Augustine | FL | 09/2020 | Present |
(1)Name of Business: Pinnacle Bank Address: 100 Corridor Rd., Suite 101, Ponte Vedra Beach, FL, 32082, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Top Shots Youth Shooters, Inc Address: 900 Big Oak Rd, St Augustine , FL, 32095, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Director, Founder Investment Related: Yes Start Date: 09/29/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a youth sports program. I teach sporting clays, skeet, and trap to children in grades 6-12.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-07 |
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