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 |
|---|---|---|---|
| TN | RA | APPROVED | 2017-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 10/2017 | Present |
| Suntrust Investment Services, Inc. | Nashville | TN | 07/1991 | 10/2017 |
| Pinnacle Bank | Nashville | TN | 07/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 11/2017 | Present |
| Mbc Media | Nashville | TN | 10/2017 | 02/2021 |
(1) Name of Business: Pinnacle Asset Management Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Plans, Client Events & Mailers, Team Management, Client Services. (2) Name of Business: The Oakley Group Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-27 |
Reach out to this advisor