Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-01-14 |
| TX | RA | APPROVED | 2022-01-14 |
Branch Locations
409 Madison St Se, Huntsville, AL 35801 • United States
1394 Freeman Ave, Athens, AL 35613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Birmingham | AL | 03/2006 | 01/2022 |
| Wells Fargo Advisors Llc | Huntsville | AL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 11/2016 | 01/2022 |
| Raymond James Financial Services, Inc. | Huntsville | AL | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Huntsville | AL | 01/2022 | Present |
| Pinnacle Bank/ Pinnacle Financial Partners | Huntsville | AL | 01/2021 | Present |
(1)Name of Business: PInnacle Asset Address: 409 Madison St SE, Huntsville, AL, 35801-4204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
Reach out to this advisor