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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-05-05 |
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 | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 05/2025 | Present |
| Pinnacle Bank | Brentwood | TN | 05/2025 | Present |
| Pinnacle Financial Partners | Brentwood | TN | 04/2025 | Present |
| Taylor Securities, Inc. | Brentwood | TN | 03/1994 | 05/2025 |
| Taylor Financial Corporation | Brentwood | TN | 11/1982 | 05/2025 |
(1)Name of Business: Lankford & Mason Address: 100 Winners Cir N Ste 400, Brentwood, TN, 37027-1074, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/24/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: this is a DBA we use on Raymond James client reports (2)Name of Business: Pinnacle Asset Management Address: 20 Burton Hills Blvd Ste 450, Nashville, TN, 37215-6395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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