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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-12-06 |
| TX | RA | APPROVED | 2019-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 07/2019 | Present |
| Unemployed | Nashville | TN | 05/2019 | 07/2019 |
| Vanderbilt University | Nashville | TN | 05/2014 | 05/2019 |
| Pinnacle Bank | Nashville | TN | 07/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 12/2019 | Present |
| Pinnacle Asset Managment | Nashville | TN | 07/2019 | Present |
| Kidd Private Wealth Group | Nashville | TN | 07/2019 | Present |
(1)Name of Business: Kidd Private Wealth Group Address: 2300 W End Ave, Nashville, TN, 37203-1708, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/22/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Private Wealth Advisor (2)Name of Business: Mindflow Address: 5222 Illinois Ave, Nashville, TN, 37209, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 02/06/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minimal responsibility - meet quarterly or so to discuss direction of the organization (3)Name of Business: Pinnacle Asset Management Address: 2300 W End Ave, Nashville, TN, 37203-1708, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/22/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Private Wealth Advisor (4)Name of Business: Pinnacle Bank Address: 2300 W End Ave, Nashville, TN, 37203, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/22/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-04 |
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