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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-17 |
| TN | RA | APPROVED | 2017-10-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Service, Inc. | Nashville | TN | 04/2010 | 10/2017 |
| Raymond James Financial Services, Inc. | Nashville | TN | 10/2017 | Present |
| Pinnacle Bank / Pinnacle Financial Partners | Nashville | TN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 10/2017 | Present |
(1)Name of Business: Percy Priest Elementary PTO Finance Committee Address: 1700 Otter Creek Rd., Nashville, TN, 37215, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 12/05/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To help PPE PTO plan and offer advice about spending funds (that have been obtained through the school's fundraising events and parent donations) with the intent to help them reach current and long-term financial goals. This is a "recommendation committee" where the committee members provide feedback and advice to make recommendations to the PPE Board on financial-related matters of the PTO.\n*Please note that I am NOT a PPE Board member that makes the final decisions on behalf of the school. (2)Name of Business: Pinnacle Asset Management Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Conduct financial plans and advise clients on investment strategies and portfolio management (3)Name of Business: The Oakley Group Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: member of the team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-13 |
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