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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
20 Burton Hills Blvd Ste 450, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 10/2008 | 06/2018 |
| Rbc Capital Markets, Llc. | Nashville | TN | 06/2018 | 07/2026 |
| City National Bank | Nashville | TN | 07/2019 | 07/2026 |
| Raymond James Financial Services, Inc. | Nashville | TN | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Nashville | TN | 07/2026 | Present |
| Pinnacle Financial Partners | Nashville | TN | 07/2026 | Present |
| Pinnacle Asset Management | Nashville | TN | 07/2026 | Present |
(1)Name of Business: Pinnacle Financial Partners Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/30/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor- advisory services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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