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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-12 |
| TX | RA | APPROVED_RES | 2023-07-12 |
Branch Locations
534 Jonnie Dodds Blvd Suite 300, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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