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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-07-12
TX RA APPROVED_RES 2023-07-12
  • SC RA
    APPROVED
    Since 2023-07-12
  • TX RA
    APPROVED_RES
    Since 2023-07-12

Branch Locations

534 Jonnie Dodds Blvd Suite 300, Mt. Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Advantage Bank Clarksville TN 02/2016 03/2017
Bb&T Bank Murrells Inlet SC 04/2017 02/2020
Bb&T Scott & Stringfellow Mount Pleasant SC 02/2020 02/2021
Truist Investment Services, Inc. Mt. Pleasant SC 02/2021 07/2023
Truist Advisory Services, Inc. Mt. Pleasant SC 02/2021 07/2023
Raymond James Financial Services, Inc. Mt. Pleasant SC 07/2023 Present
Raymond James Financial Services Advisors, Inc. Mt. Pleasant SC 07/2023 Present
Pinnacle Bank/Pinnacle Financial Partners Mt. Pleasant SC 07/2023 Present
  • 02/2016 → 03/2017
    First Advantage Bank
    Clarksville, TN
  • 04/2017 → 02/2020
    Bb&T Bank
    Murrells Inlet, SC
  • 02/2020 → 02/2021
    Bb&T Scott & Stringfellow
    Mount Pleasant, SC
  • 02/2021 → 07/2023
    Truist Investment Services, Inc.
    Mt. Pleasant, SC
  • 02/2021 → 07/2023
    Mt. Pleasant, SC
  • 07/2023 → Present
    Raymond James Financial Services, Inc.
    Mt. Pleasant, SC
  • 07/2023 → Present
    Mt. Pleasant, SC
  • 07/2023 → Present
    Pinnacle Bank/Pinnacle Financial Partners
    Mt. Pleasant, SC
Previous Registrations
  • 2021-02-17 → 2023-07-12
    Atlanta, GA
    Mount Pleasant, SC
  • 2020-10-05 → 2021-02-17
    Bb&T Securities, Llc
    Mt. Pleasant, SC
    Richmond, VA
Other Businesses

(1)Name of Business: CRESCENT PALM GROUP Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Assistant - help Advisor build relationships with Pinnacle Partners , seek prospect opportunities for bank and PAM offerings, assist Advisor with day to day processes.\n\n (2)Name of Business: PINNACLE ASSET MNAGEMENT Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Assistant - help Advisor build relationships with Pinnacle Partners , seek prospect opportunities for bank and PAM offerings, assist Advisor with day to day processes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01
Other Names
  • Taylour Elaine Reed

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