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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
Branch Locations
100 Corridor Road Suite 101, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | St. Augustine | FL | 08/2014 | 02/2021 |
| Truist Investment Services, Inc. | Ocala | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2024 |
| Pinnacle Bank/Pinnacle Financial Partners | Ponte Vedra Beach | FL | 05/2024 | Present |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach, Fl | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Vedra Beach | FL | 05/2024 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs. (2)Name of Business: The Horizon Group Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Assistant/Client Service Associate - Provide assistance to financial advisor, schedule appointments, prepare for meetings, and service on-going clients' needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-20 |
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