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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-03-02 |
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Charleston | SC | 01/2011 | 02/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2018 |
| Raymond James Financial Services, Inc. | Mount Pleasant | SC | 03/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Mount Pleasant | SC | 03/2018 | Present |
| Pinnacle Financial Partners | Mount Pleasant | SC | 03/2018 | Present |
| Johnsoncole Private Wealth Group | Mount Pleasant | SC | 07/2018 | Present |
(1)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: This DBA name is used for marketing purposes only. (2)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: Investment Advisor Associate (3)Name of Business: Pinnacle Financial Partners Address: 530 Johnnie Dodds Blvd, Mount Pleasant, SC, 29464, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 03/02/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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