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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-01 |
| TX | RA | APPROVED | 2020-12-01 |
Branch Locations
300 N. Main Street Fl2, High Point, NC 27260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winston-Salem | NC | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston-Salem | NC | 11/2016 | 12/2020 |
| Raymond James Financial Services, Inc. | High Point | NC | 12/2020 | Present |
| Raymond James Financial Services Advisors | High Point | NC | 12/2020 | Present |
| Pinnacle Bank | High Point | NC | 12/2020 | Present |
| Pinnacle Asset Management | High Point | NC | 12/2020 | Present |
| Capstone Investment Partners | High Point | NC | 12/2020 | Present |
(1)Name of Business: Brackman Steve & MB Address: 2062 Cold Creek Ct, Colfax , NC, 27235, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/24/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am co trustee of my wife trust (2)Name of Business: Capstone Investment Partners Address: 300 N Main St Fl 2, High Point, NC, 27260-4921, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: The name is DBA (3)Name of Business: Pinnacle Asset Management Address: 300 N Main ST, High Point, NC, 27260, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client facing Financial Advisor (4)Name of Business: Pinnacle Financial Partners? Pinnacle Bank Address: 300 N Main Street 2nd Floor, High Point, NC, 27260, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a client facing Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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