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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2021-07-26 |
| TN | RA | APPROVED | 2019-01-30 |
Branch Locations
1534 Noah Lane, Gallatin, TN 37066 • United States
7651 Highway 70 South, Nashville, TN 37221 • United States
100 Mallard Creek Road Suite 125, Louisville, KY 40207 • United States
847 Conference Dr, Goodlettsville, TN 37072 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Nashville | TN | 03/2016 | 01/2019 |
| Raymond James Financial Services, Inc | Nashville | TN | 01/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Goodlettsville | TN | 01/2019 | Present |
| Pinnacle Asset Management | Nashville | TN | 01/2019 | Present |
| Pinnacle Financial Partners | Goodlettsville | TN | 01/2019 | Present |
| Sturgeon & Ellett Wealth Management | Nashville | TN | 10/2021 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 847 Conference Drive, Goodlettsville, TN, 37072, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/28/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Pinnacle Financial Partners Address: 847 Conference Dr, Goodlettsville, TN, 37072, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/28/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment Representative. (3)Name of Business: Sturgeon & Ellett Wealth Management Address: 7651 Highway 70 South, Nashville, TN, 37221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
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