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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
100 Corridor Rd Suite 101, Ponte Vedra Beach, FL 32082 • United States
501 Riverside Drive Suite 600, Jacksonville, FL 32202 • United States
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 |
|---|---|---|---|---|
| Bb&T Securities, Llc | Ponte Vedra Beach | FL | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Ponte Vedra Beach | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | Ponte Vedra Beach | FL | 02/2021 | 05/2024 |
| Pinnacle Bank/Pinnacle Financial Partners | Ponte Vedra Beach | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Ponte Vedra Beach | FL | 05/2024 | Present |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach | FL | 05/2024 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 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: The Horizon Group Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Tres Torros Address: 862 Lawhon Dr, St Johns, FL, 32259, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 shareholder (4)Name of Business: Turner Enterprises, LLC Address: 862 Lawhon Dr, St Johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/30/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for passive investments (5)Name of Business: Turner Sivley LLC Address: 862 Lawhon Dr, St johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC is partial owner in passive income investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-28 |
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