Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2014 | 10/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 08/2016 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 10/2019 | 11/2025 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 11/2025 | Present |
| The University Of Arizona Global Campus | Chandler | AZ | 10/2020 | 06/2022 |
(1)Name of Business: Pinnacle Asset Management Address: 202 Campbell Ave SE, Roanoke, VA, 24013-1000, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/04/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor - Build relationships with Pinnacle partners and seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (2)Name of Business: Pinnacle Financial Partners/Pinnacle Bank Address: 202 Campbell Ave SE, Roanoke, VA, 24013-1000, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/04/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor - Build relationships with Pinnacle partners and seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-30 |
Reach out to this advisor