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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2011 | 05/2019 |
| Citigroup | Atlanta | GA | 05/2019 | 07/2025 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 08/2025 | Present |
| Pinnacle Bank/ Pinnacle Financial Partners | Charlotte | NC | 08/2025 | Present |
| Citi Private Alternatives, Llc | Atlanta | GA | 05/2019 | 07/2025 |
(1)Name of Business: Pinnacle Asset Management Address: 15025 Ballancroft Pkwy, Charlotte, NC, 28277-4944, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/27/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Advisor. Talk with clients about banking and investment needs, refer to Raymond James Advisor for investment products and services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-21 |
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