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 |
|---|---|---|---|
| NC | RA | APPROVED | 2020-07-01 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 11/2007 | 07/2020 |
| Pinnacle Bank//Pinnacle Financial Partners | Concord | NC | 08/2020 | Present |
| Raymond James Financial Services, Inc. | Charlotte | NC | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 07/2020 | Present |
(1)Name of Business: PAM - Pinnacle Asset Management Address: 871 Church St N, Flr 2, Concord, NC, 28025, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Pinnacle Asset Management, Registered Sales Assistant. Assist Financial Advisors in business activity and support for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-13 |
Reach out to this advisor