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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-28 |
Branch Locations
3515 Glenwood Avenue Suite 100, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 01/2016 | 09/2020 |
| Bb&T | Durham | NC | 01/2016 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 09/2020 |
| Bb&T | Durham | NC | 01/2019 | 09/2020 |
| Raymond James Financial Services, Inc. | Raleigh | NC | 09/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Raleigh | NC | 09/2020 | Present |
| Pinnacle Financial Partners/Pinnacle Bank | Raleigh | NC | 09/2020 | 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: Other Investment Related: No Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Licensed Bank Advisor (LBA) - Work with clients concerning banking and investment needs. I refer clients to a Raymond James Advisor for investment products and service needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-07 |
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