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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-04 |
Branch Locations
1111 N. Northshore Drive Suite S600, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Horizon Advisors | Knoxville | TN | 08/2024 | 08/2025 |
| Sevier Heights Baptist Church | Knoxville | TN | 02/2022 | 03/2023 |
| Access-Life, Inc. | Umatilla | FL | 05/2021 | 05/2022 |
| Bass Pro Shops | Kodak | TN | 11/2019 | 01/2021 |
| First Horizon | Knoxville | TN | 01/2021 | 10/2021 |
| First Horizon | Knoxville | TN | 05/2022 | 08/2024 |
| Dollywood/Dollywood's Splash Country/Dollywood's Dreammore Resor | Pigeon Forge | TN | 02/2017 | 09/2019 |
| Full-Time Education | Dandridge | TN | 01/2015 | 05/2019 |
| Walters State Community College | Morristown | TN | 08/2018 | 05/2020 |
| Lpl Financial Llc | Knoxville | TN | 08/2025 | 05/2026 |
| Raymond James Financial Services, Inc. | Knoxville | TN | 05/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Knoxville | TN | 05/2026 | Present |
| University Of Tennesee | Knoxville | TN | 08/2020 | 08/2024 |
(1)Name of Business: Align Private Wealth Address: 1111 N Northshore Dr SteS600, Nashville, TN, 37203-0051, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/04/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales Assistant supporting Align Private Wealth (2)Name of Business: Pinnacle Bank Address: 1111 N Northshore Dr Ste S600, Knoxville, TN, 33716-1112, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/04/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee of Pinnacle Bank, responsible for providing account service and support to Financial Consultants and their clients, contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Consultants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
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