Best Investors
Account
Sign in
Best Investors
Account
Sign in
Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
| TN | RA | APPROVED | 2016-08-24 |
Branch Locations
21 Platform Way South Suite 2500, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Nashville | TN | 08/2016 | Present |
| Pinnacle Bank | Nashville | TN | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 08/2016 | Present |
(1)Name of Business: Moody + East Investment Partners Address: 21 Platform Way South Suite 2500, Nashville, TN, 37203, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Director, Financial Advisor (2) Pinnacle Asset Management Address: 128 Franklin Rd, Brentwood, TN, 37027, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/23/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning and Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-15 |
Reach out to this advisor