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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Huntsville | AL | 10/2014 | 04/2025 |
| Wells Fargo Bank, Na | Huntsville | AL | 10/2014 | 04/2025 |
| Raymond James Financial Services, Inc. | Huntsville | AL | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Huntsville | AL | 07/2025 | Present |
| Pinnacle Bank | Huntsville | AL | 06/2025 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 409 Madison St SE, Huntsville, AL, 35801-4204, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/18/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: client service advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
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