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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-13 |
| TX | RA | APPROVED | 2021-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2015 | 07/2021 |
| Bbva Securities Inc. | Birmingham | AL | 03/2015 | 07/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 03/2015 | 07/2021 |
| Bbva Wealth Solutions Inc. | Birmingham | AL | 04/2015 | 07/2021 |
| Raymond James Financial Services, Inc. | Birmingham | AL | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Birmingham | AL | 07/2021 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 569 Brookwood Village Suite 701, Birmingham, AL, 35209-6895, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant (2)Name of Business: Pinnacle Financial Partners / Pinnacle Bank Address: 2020 Cahaba Rd, Birmingham, AL, 35223, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant helping clients implement financial Planning though purchasing securities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-23 |
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