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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-10 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
100 Winners Circle Suite 400, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 07/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Brentwood | TN | 01/2009 | Present |
| Pinnacle Financial | Brentwood | TN | 07/2005 | Present |
| Pinnacial Financial Partners | Brentwood | TN | 07/2007 | 09/2020 |
(1) Name of Business: Pinnacle Asset Management Address: 128 Franklin Rd, Brentwood, TN, 37027-4637, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/05/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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