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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-18 |
Branch Locations
1800 Tysons Boulevard Suite 600, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist/Suntrust Investment Services, Inc | Atlanta | GA | 10/2016 | 07/2024 |
| Truist/Suntrust Advisory Services, Inc | Atlanta | GA | 10/2016 | 07/2024 |
| Raymond James Financial Services Inc. | Mclean | VA | 10/2024 | Present |
| Pinnacle Financial Partners / Pinnacle Bank | Mclean | VA | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Mclean | VA | 10/2024 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 1800 Tysons Blvd Ste 600, Mc Lean, VA, 22102-4257, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed bank associate - talk with clients about banking and investment needs, refer to Raymond James Advisor for investment products and service needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-26 |
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