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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2024-05-15 |
Branch Locations
100 Corridor Road Suite 101, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2016 | 09/2018 |
| Unemployed | Jacksonville | FL | 04/2016 | 10/2016 |
| Bb&T Securities | Ponte Vedra Beach | FL | 10/2018 | 02/2021 |
| Truist Investment Services, Inc. | Jacksonville | FL | 02/2021 | 05/2024 |
| Truist Advisory Services, Inc. | Jacksonville | FL | 02/2021 | 05/2024 |
| Raymond James Financial Services, Inc | Jacksonville | FL | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Jacksonville | FL | 05/2024 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Jacksonville | FL | 05/2024 | Present |
| Pinnacle Asset Management | Jacksonville | FL | 05/2024 | Present |
The Horizon Group Address: 100 Corridor Rd Ste 101, Ponte Vedra Beach, FL, 32082-8206, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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