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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-07 |
| TN | RA | APPROVED | 2009-01-27 |
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 | 01/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 01/2009 | Present |
| Pinnacle Bank | Nashville | TN | 01/2009 | Present |
(1) Pinnacle Asset Management,20 Burton Hills Blvd Ste 450, Nashville, TN 37215, Support Company - Non-Owner, Associate/Employee, I/R: No 08/03/2020, HPM: 41-80 HPM trade hrs: 21-40 Duties: Executive Director, Advisor, oversee and direct group activities and responsible for outcome. ( 2) Burton Hills Investment Partners, 20 Burton Hills Blvd Ste 450, Nashville, TN 37215 Support Company - Non-Owner, Associate/Employee, I/R: No 11/04/2024, HPM: 81+ HPM trade hrs: 41+ Duties: Private Wealth Manager Burton Hills Investment Partners is being used as DBA for a team of RJ/Pam associates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-23 |
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