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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
208 Golden Oak Court Suite 121, Virginia Beach, VA 23452 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 01/1999 | Present |
| Barrett Street Llc | Virginia Beach | VA | 09/2005 | 01/2022 |
| Voluntary Benefits Llc | Virginia Beach | VA | 09/2005 | 12/2016 |
| Raymond James Financial Services Advisors, Inc | Virginia Beach | VA | 01/2009 | Present |
| The Pinnacle Group | Virginia Beach | VA | 09/2005 | Present |
(1)Name of Business: The Pinnacle Group Address: 208 Golden Oak Ct Ste 121, Virginia Beach, VA, 23452, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - CEO, Associate/Employee, Officer - President Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch Manager for RJFS but operate business under the name The Pinnacle Group (2)Name of Business: The Pinnacle Group Address: 208 Golden Oak Ct., Suite 121, Virginia Beach, VA, 23452, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/14/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Stockholder/President/CEO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-19 |
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