Treasa Anne Smith

Current Employers

Employment History

• 09/2016 → 03/2017
  Bbva Securities Inc.
  Ponte Vedra Beach, FL
• 08/2016 → 03/2017
  Compass Bank
  Birmingham, AL
• 03/2016 → 09/2016
  Investment Professionals, Inc.
  Atlantic Beach, FL
• 10/2016 → 03/2017
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 04/2017 → 03/2024
  Suntrust Bank,Inc.
  Jacksonville Beach, FL
• 06/2017 → 03/2024
  Truist Investment Services, Inc.
  Atlanta, GA
• 11/2024 → Present
  Raymond James Financial Services, Inc.
  Ponte Vedra Beach, FL
• 05/2024 → 11/2024
  Pinnacle Financial Partners
  Ponte Vedra Beach, FL
• 11/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Ponte Vedra Beach, FL
• 11/2024 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Ponte Vedra Beach, FL
• 08/2019 → 03/2024
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2019-09-04 → 2024-03-15
  Truist Advisory Services, Inc.
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL

Other Businesses

(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: 11/21/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Talk with clients about banking and investments needs, refer to Raymond James Advisor for investment products and service needs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-30
• S63 Uniform Securities Agent State Law Examination
  2011-04-07

Other Names

• Treasa Anne Rathbone
• Treasa Anne Nardozzi
• Treasa Anne Smith
• Treasa Anne Jackson