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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-24 |
Branch Locations
20 Burton Hills Blvd Suite 450, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 05/2025 | Present |
| William Morris Endeavor | Knoxville | TN | 06/2023 | 02/2025 |
| Unemployed | Nashville | TN | 03/2025 | 04/2025 |
| University Of Tennessee | Knoxville | TN | 05/2019 | 05/2023 |
| Christ Presbyterian Academy | Knoxville | TN | 08/2014 | 05/2019 |
| Pinnacle Asset Management | Nashville | TN | 07/2025 | Present |
| Pinnacle Bank | Nashville | TN | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 11/2025 | Present |
| Pinnacle Financial Partners - Pinnacle Bank | Nashville | TN | 05/2025 | Present |
(1)Name of Business: Burton Hills Investment Partners, Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/12/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Serving as a junior advisor. (2)Name of Business: Pinnacle Asset Management Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/12/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Dual employee of Pinnacle Financial partners and Raymond James financial Partners. Serving as a junior advisor for Pinnacle Financial Partners. I do not provide any banking services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
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