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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| TN | RA | APPROVED | 2025-05-01 |
Branch Locations
100 Winners Circle Suite 400, Brentwood, TN 37027 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Taylor Securities, Inc. | Brentwood | TN | 04/2007 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Brentwood | TN | 05/2025 | Present |
| Raymond James Financial Services, Inc. | Brentwood | TN | 05/2025 | Present |
| Pinnacle Financial Partners And Pinnacle Asset Management | Brentwood | TN | 05/2025 | Present |
(1)Name of Business: Millennium Brokerage Group Address: 100 Winners Cir N Ste 400, Brentwood, TN, 37027-1074, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/09/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Writing non-variable insurance policies and Millennium Brokerage will serve as the broker between us and the insurance carrier (2)Name of Business: Pinnacle Asset Management Address: 100 Winners Cir N Ste 400, Brentwood, TN, 37027-1074, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-29 |
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