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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-28 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
3300 S Market St Suite 400, Rogers, AR 72758 • United States
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 & Associates, Inc. | Rogers | AR | 10/2005 | 08/2018 |
| Raymond James Financial Services, Inc. | Rogers | AR | 08/2018 | 10/2024 |
| Raymond James Financial Services Advisors, Inc | Rogers | AR | 08/2018 | 10/2024 |
| Uniting Wealth Partners, Llc | Rogers | AR | 10/2024 | Present |
(1) Name of Business: Pinnacle Wealth Management LLC Address: 3300 S Market St Ste 404, Rogers, AR, 72758, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/09/2018 - Pass through entity (2) Name of Business: SHSPWM LLC Address: 3300 S Market St Ste 404, Rogers, AR, 72758, United States Activity Type: Support Company - Owner Position/Title: Owner Investment Related: No Start Date: 08/12/2020 - Pass through entity (3) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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