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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chattanooga | TN | 05/2016 | 02/2017 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 02/2017 | Present |
| Pinnacle Financial Partners | Chattanooga | TN | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Chattanooga | TN | 05/2017 | Present |
(1)Name of Business: Home Rental Address: 8536 Brookplace Drive, Hixson, TN, 37343, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My spouse and I have a mortgage on 8536 Brookplace Drive, Hixson, TN, My In-Laws live in this house and pay the mortgage on this property. We do show this as rental income on our taxes. (2)Name of Business: Pinnacle Asset Management Address: 801 Broad St Fl 2, Chattanooga, TN, 37402, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 05/06/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: \nFinancial Advisor, RJFS\nVice President, Pinnacle Asset Management \nBuild relationships iwth Pinnacle Partners, seek prospect opportunities for bank and PAM offerings. (3)Name of Business: SIG - Senior Market Products Address: 332 Pitts Road, Hixson, TN, 37343, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owned my own Medicare Insurance business. (4)Name of Business: The Tindall Team Address: 801 Broad St Fl 2, Chattanooga, TN, 37402-2671, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is for branding of Todd Tindall and his team to include the website as well as other marketing/stationery materials.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-15 |
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