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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-17 |
| TN | RA | APPROVED | 2018-04-24 |
Branch Locations
1111 Northshore Drive Suite S-600, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Knoxville | TN | 01/2008 | 04/2018 |
| Suntrust Advisory Services, Inc. | Knoxville | TN | 09/2016 | 04/2018 |
| Pinnacle Bank | Knoxville | TN | 04/2018 | Present |
| Raymond James Financial Services, Inc. | Knoxville | TN | 04/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Knoxville | TN | 04/2018 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 1111 N Northshore Dr Ste S600, Knoxville, TN, 37919-4082, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/23/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-18 |
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