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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-11 |
| TN | RA | APPROVED | 2009-01-02 |
Branch Locations
100 Winners Circle Suite 400, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 07/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Brentwood | TN | 01/2009 | Present |
| Pinnacle Bank | Brentwood | TN | 06/2014 | Present |
| Pinnacle Asset Management | Brentwood | TN | 06/2014 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 111 Tenth Avenue South, Suite 300, Nashville, TN, 37203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2014 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
Reach out to this advisor