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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| TN | RA | APPROVED | 2025-05-13 |
Branch Locations
949 Shady Grove Road S 2Nd Floor, Suite 200, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon | Germantown | TN | 10/2007 | 01/2021 |
| Raymond James Financial Services, Inc | Memphis | TN | 02/2021 | Present |
| Pinnacle Asset Management | Memphis | TN | 02/2021 | Present |
| Pinnacle Financial Partners / Pinnacle Bank | Memphis | TN | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Memphis | TN | 03/2025 | Present |
(1) Name of Business: Pinnacle Asset Management 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: 02/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Employee of Pinnacle Asset Management (2) Name of Business: Pinnacle Financial Partners / Pinnacle Bank 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: 02/07/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Employee of Pinnacle Asset Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-10 |
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