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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Greensboro | NC | 04/2016 | 08/2018 |
| Bb&T Securities | Greensboro | NC | 08/2018 | 02/2020 |
| Raymond James Financial Services, Inc. | Greensboro | NC | 04/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Greensboro | NC | 04/2020 | Present |
| Pinnacle Financial Partners/Pinnacle Bank | High Point | NC | 01/2021 | Present |
| Pinnacle Asset Management | High Point | NC | 01/2021 | Present |
| Anchor Wealth Advisors | High Point | NC | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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