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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-25 |
| TN | RA | APPROVED | 2022-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc | Memphis | TN | 04/2018 | 08/2022 |
| Alliance Law & Counseling | Memphis | TN | 05/2014 | 04/2018 |
| Select Specialty Hospital | Memphis | TN | 07/2013 | 06/2017 |
| Raymond James Financial Services, Inc | Memphis | TN | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Memphis | TN | 08/2022 | Present |
| Fountain Financial Group | Memphis | TN | 08/2022 | Present |
| Pinnacle Asset Management | Memphis | TN | 08/2022 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Memphis | TN | 08/2022 | Present |
(1)Name of Business: Fountain Financial Group Address: 949 Shady Grove Rd S Fl 2, Memphis, TN, 38120-4131, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/12/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA for marketing purposes only (2)Name of Business: Pinnacle Asset Management Address: 949 Shady Grove Rd S Fl 2, Memphis, TN, 38120-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support Company/DBA (3)Name of Business: Pinnacle Bank/Pinnacle Financial Partners Address: 949 Shady Grove Rd S Fl 2, Memphis, TN, 38120-4131, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/12/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Bank employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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