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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-22
TN RA APPROVED 2025-05-01
  • TX RA
    APPROVED_RES
    Since 2025-05-22
  • TN RA
    APPROVED
    Since 2025-05-01

Branch Locations

100 Winners Circle Suite 400, Brentwood, TN 37027 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2007 → 04/2025
    Taylor Securities, Inc.
    Brentwood, TN
  • 05/2025 → Present
    Brentwood, TN
  • 05/2025 → Present
    Raymond James Financial Services, Inc.
    Brentwood, TN
  • 05/2025 → Present
    Pinnacle Financial Partners And Pinnacle Asset Management
    Brentwood, TN
Previous Registrations
  • 2007-04-30 → 2025-04-30
    Taylor Securities, Inc.
    Brentwood, TN
    Brentwood, TN
  • 2002-09-17 → 2007-04-23
    Truist Investment Services, Inc.
    Nashville, TN
    Nashville, TN
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-21
S63 Uniform Securities Agent State Law Examination 1985-01-29
  • S66 Uniform Combined State Law Examination
    2001-03-21
  • S63 Uniform Securities Agent State Law Examination
    1985-01-29

View on SEC IAPD

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