Best Investors
Account
Sign in
Best Investors
Account
Sign in
1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-01-30 |
Branch Locations
1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Trust | Madison | MS | 10/2014 | 06/2021 |
| Pinnacle Wealth, Llc | Madison | MS | 06/2021 | Present |
1)INDEPENDENT INSURANCE AGENT;YES;101 PORT ST STE 200, MADISON MS 39110;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;10/13/2014;0;0;SALES OF FIXED INSURANCE; 2)PINNACLE TRUST;YES;101 PORT STREET STE 200, MADISON, MS 39110;FINANCIAL ADVISOR;FINANCIAL ADVISOR;10/06/2014;20;20;FINANCIAL ADVISOR REFERRING BUSINESS TO TRUST COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-28 |
Reach out to this advisor