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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-08 |
Branch Locations
16810 Kenton Dr. Ste 100, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2006 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 08/2021 |
| Raymond James Financial Services | Huntersville | NC | 09/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Hunterville | NC | 09/2021 | Present |
| Pinnacle Bank/Pinnaclefinancial Partners | Huntersville | NC | 09/2021 | Present |
(1) Name of Business: Kindred Capital Partners Address: 16810 Kenton Dr Ste 100, Huntersville, NC, 28078-4845, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Pinnacle Asset Management Address: 16810 Kenton Drive, Huntersville, NC, 28078, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/31/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: department within Pinnacle Financial Partners I use to operate as an advisor using the Raymond James platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-12 |
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