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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-31 |
| TN | RA | APPROVED | 2022-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Tennessee Brokerage | Memphis | TN | 12/2010 | 08/2022 |
| Ftb Advisors, Inc. | Memphis | TN | 10/2013 | 08/2022 |
| Raymond James Financial Services, Inc | Memphis | TN | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Memphis | TN | 08/2022 | Present |
| Pinnacle Financial Partners | Memphis | TN | 08/2022 | Present |
(1)Name of Business: Fountain Financial Group Address: 949 Shady Grove Rd S Fl 2, Memphis, TN, 38120-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This name is used for marketing purposes on for our role as Financial Advisors within the Raymond James network and our affiliation with the bank, Pinnacle Financial Partners (2)Name of Business: Pinnacle Financial Partners Address: 949 Shady Grove Rd S Fl 2, Memphis, TN, 38120-4131, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Managing client relationships, retirement planning and investing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-03 |
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