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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
100 Corridor Road Suite 101, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 09/2015 | 10/2017 |
| Compass Bank | St Augustine | FL | 09/2017 | 10/2017 |
| Bbva Securities Inc | St Augustine | FL | 09/2017 | 10/2017 |
| St Augustine Seafood Company | St Augustine | FL | 12/2017 | 03/2020 |
| Bb&T Securities | St Augustine | FL | 10/2018 | 02/2021 |
| Truist Investment Services, Inc. | Saint Augustine | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | Saint Augustin | FL | 03/2021 | 05/2024 |
| Conch House Marina Resort | St Augustine, | FL | 04/2020 | Present |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 05/2024 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Ponte Vedra | FL | 05/2024 | Present |
(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: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: ?\tRegistered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs. (2)Name of Business: The Horizon Group 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: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: ?\tRegistered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
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