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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
20 Burton Hills Blvd Suite 450, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Nashville | TN | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 02/2024 |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 02/2024 | Present |
| Raymond James Financial Services, Inc. | Nashville | TN | 02/2024 | Present |
(1)Name of Business: Address: 7029 Bay Cove Trail, Nashville, TN, 37221, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/22/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Pinnacle Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/22/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Associate (3)Name of Business: Pinnacle Asset Management Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/22/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor Assistant - help Advisor build relationships with Pinnacle Partners, seek prospect opportunities for PAM offerings, assist Advisor with day to day processes. (4)Name of Business: Radnor Capital Partners Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/15/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor Assistant - help Advisor build relationships with Radnor Capital Partners, seek prospect opportunities for PAM offerings assist Advisor with day to day processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-26 |
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