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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Birmingham | AL | 05/2015 | 10/2021 |
| Compass Bank | Birmingham | AL | 04/2015 | 10/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2016 | 10/2021 |
| Bbva Wealth Solutions Inc. | Birmingham | AL | 04/2017 | 10/2021 |
| Pnc Bank | Birmingham | AL | 10/2021 | 10/2021 |
| Raymond James Financial Services, Inc. | Birmingham | AL | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Birmingham | AL | 10/2022 | Present |
| Pinnacle Asset Mgt- - Support Co/Non-Owner | Birmingham | AL | 09/2022 | Present |
| Pinnacle Bank | Birmingham | AL | 11/2021 | Present |
| Pinnacle Financial Partners/Pinnacle Bank | Birmingham | AL | 11/2021 | Present |
(1)Name of Business: Pinnacle Asset Management - Support Company/Non-Owner Address: 569 Broodwood Village Ste 705, Birmingham, AL, 35209-6895, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/16/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Your Responsibilities: Talk with clients about banking and investments needs, refer to Raymond James Advisor for Investment products and service needs (2)Name of Business: Pinnacle Financial Partners/Pinnacle Bank Address: 569 Brookwood village, Birmingham, AL, 35209-6895, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Your Responsibilities: Talk with clients about banking and investments needs, refer to Raymond James Advisor for Investment products and service needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-20 |
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