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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-05-20 |
Branch Locations
3515 Glenwood Ave Ste 100, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Raleigh | NC | 01/2007 | 03/2020 |
| Raymond James Financial Services, Inc | Raleigh | NC | 05/2020 | Present |
| Pinnacle Financial Partners | Raleigh | NC | 03/2020 | Present |
(1)Name of Business: Executive Flight Training & Services, LLC Address: 712 Rod Sullivan Rd, Sanford, NC, 27330, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/16/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Certified Flight Instructor and manager. We provide flight instruction and aircraft rental services. (2)Name of Business: Pinnacle Asset Management Address: 3515 Glenwood Ave Ste 100, Raleigh, NC, 27612, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Licensed Bank Advisor (LBA), refer potential investment clients to our RJFS Advisors, no RJFS client accounts under my rep #
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-23 |
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