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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-12 |
Branch Locations
214 W. College Street Floor 1, Murfreesboro, TN 37130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Nashville | TN | 03/2013 | 07/2018 |
| Jjb Hilliard, Wl Lyons, Llc | Murfreesboro | TN | 09/2018 | 01/2019 |
| Ubs Financial Services Inc. | Nashville | TN | 01/2019 | 12/2021 |
| Weichert Realty - The Andrews Group | Murfreesboro | TN | 01/2022 | 10/2022 |
| Ubs Financial Services Inc. | Nashville | TN | 10/2022 | 06/2024 |
| Raymond James Financial Services, Inc. | Murfreesboro | TN | 06/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Murfreesboro | TN | 06/2024 | Present |
| Pinnacle Bank | Murfreesboro | TN | 06/2024 | Present |
(1) Name of Business: Pinnacle Asset Management Address: 214 W College St Fl 1, Murfreesboro, TN, 37130-3532, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: help Advisor build relationships with Pinnacle Partners, seek prospect opportunities for PAM offerings, assist Advisor with day to day processes (2) Name of Business: Pinnacle Bank/Pinnacle Financial Partners Address: 214 W College St Fl 1, Murfreesboro, TN, 37130-3532, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/10/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Help advisor build relationships with Pinnacle Partners, seek prospect opportunities for PAM offerings, assist Advisor with day to day processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-07 |
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