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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-08-11 |
Branch Locations
801 Broad Street Floor 12, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors | Cleveland | TN | 08/2016 | 08/2022 |
| Raymond James Financial Services, Inc. | Chattanooga | TN | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Chattanooga | TN | 08/2022 | Present |
| Pinnacle Bank/Pinnacle Financial Partners | Chattanooga | TN | 08/2022 | Present |
| Pinnacle Asset Management | Chattanooga | TN | 08/2022 | Present |
| Pinnacle Bank | Chattanooga | TN | 08/2022 | Present |
| The Frank Group | Chattanooga | TN | 08/2022 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 801 Broad St Fl 2, Chattanooga, TN, 37402-2671, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor Assistant- help Advisor build relationships with Pinnacle Financial Partners, seek prospect opportunities for bank and PAM offerings, assist advisor with day to day processes (2)Name of Business: Pinnacle Bank Address: 801 Broad St Fl 2, Chattanooga, TN, 37402-2671, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: working with Pinnacle Bank's Asset Management team (3)Name of Business: The Frank Group Address: 801 Broad St Fl 2, Chattanooga, TN, 37402-2671, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: help Advisor build relationships with Pinnacle Partners, seek prospect opportunities for PAM offerings, assist Advisor with day to day processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-23 |
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