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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-11-09 |
Branch Locations
2630 Eastchester Drive 2Nd Floor, Highpoint, NC 27265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | High Point | NC | 06/2014 | 09/2017 |
| High Point Bank | High Point | NC | 06/2014 | 11/2016 |
| Bnc Bank | High Point | NC | 11/2016 | 06/2017 |
| Raymond James Financial Services Inc | High Point | NC | 11/2017 | Present |
| Raymond James Financial Services Advisor Inc | High Point | NC | 11/2017 | Present |
| Pinnacle Bank / Pinnacle Financial Partners | High Point | NC | 11/2017 | Present |
| Andmore At High Point Market | High Point | NC | 04/2025 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 2630 Eastchester Drive, High Point, NC, 27265, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations Manager (2) Name of Business: Anchor Wealth Advisors Address: 2630 Eastchester Dr, High Point, NC, 27265-9668, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Principal
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-09 |
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