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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
501 Riverside Ave Ste 600, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Atlanta | GA | 08/2016 | 03/2024 |
| Truist Bank | Palm Coast | FL | 05/2017 | 03/2024 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 10/2025 | Present |
| Truist Advisory Services Inc. | Atlanta | GA | 08/2016 | 03/2024 |
| Pinnacle Bank/Pinnacle Financial Partners | Jacksonville | FL | 04/2024 | Present |
(1) Name of Business: Pinnacle Asset Management Address: 501 Riverside Ave Ste 600, Jacksonville, FL, 32202-4937, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/10/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Associate - speak with clients about banking and investment needs. Refer to RJ advisors for investment products & service needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-12 |
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