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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-14 |
| IN | RA | APPROVED | 2013-01-31 |
| AL | RA | APPROVED | 2012-10-23 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Nashville | TN | 12/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Nashville | TN | 01/2009 | Present |
| Pinnacle Bank | Nashville | TN | 03/2008 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 7651 Highway 70 S, Nashville, TN, 37221, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/05/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Sturgeon-Ellett Wealth Management Address: 7651 Highway 70 South, Nashville, TN, 37221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-26 |
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