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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 | 2024-05-15 |
Branch Locations
100 Corridor Road Suite 101, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Ponte Vedra Beach | FL | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | St. Augustine | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | St. Augustine | FL | 02/2021 | 05/2024 |
| Pinnacle Financial Partners / Pinnacle Bank | 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: St Johns County Industrial Development Authority Address: 500 San Sebastian View, St Augustine, FL, 32084, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Secretary Investment Related: Yes Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The St. Johns County IDA consists of a 5-member board appointed by the Board of County Commissioners.\nThe primary purpose of the IDA is to issue tax-exempt bond financing for manufacturing facilities within the county. The IDA can also issue bonds for certain exempt facilities such as water & sewer projects, solid waste and hazardous waste facilities as well as bonds for tax-exempt 501C3 non-profit organizations. (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: Other 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: 81+ Description of duties: Financial Advisor - The Horizon Group (3) ame 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: 81+ Description of duties: Senior Vice President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
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