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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| TN | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 12/2024 | Present |
| Auburn University | Auburn | AL | 07/2016 | 07/2017 |
| Vanderbilt University | Nashville | TN | 07/2017 | 07/2023 |
| University Of Texas | Austin | TX | 07/2023 | 08/2024 |
| Self Employed | Nashville | TN | 08/2024 | 12/2024 |
| Pinnacle Asset Management | Nashville | TN | 05/2025 | Present |
| Pinnacle Bank | Nashville | TN | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 10/2025 | Present |
(1) Pinnacle Asset Management not investment related Nashville, TN DBA/Support Company Advisor start date: 05/2025 0 hrs per month 0 during trading hours (2) Pinnacle Bank investment related Nashville, TN Registered Bank Associate start date: 05/2025 160 hrs per month 130 during trading hours Financial planning, asset allocation, assessing client's risk tolerance and goals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-07 |
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