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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-10-01 |
Branch Locations
280 South Mangum Street, Durham, NC 27701 • United States
3515 Glenwood Avenue Suite 100, Raleigh, NC 27612 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investments | Raleigh | NC | 05/2013 | 08/2018 |
| Raymond James Financial Services, Inc | Raleigh | NC | 08/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 09/2018 | Present |
| Pinnacle Financial Partners | Raleigh | NC | 04/2019 | 11/2019 |
| Pinnacle Asset Management | Raleigh | NC | 08/2018 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Raleigh | NC | 08/2019 | Present |
(1) Name of Business: Pinnacle Asset Management Address: 3515 Glenwood Avenue, Raleigh, NC, 27612, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/18/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
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