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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-08-12 |
| TX | RA | APPROVED | 2022-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Bartlett | TN | 04/2012 | 08/2022 |
| Raymond James Financial Services Inc | Memphis | TN | 08/2022 | Present |
| Raymond James Financial Services Advisors | Memphis | TN | 08/2022 | Present |
| Pinnacle Financial Partners/Pinnacle Bank | Barlett | TN | 08/2022 | Present |
(1)Name of Business: Fountain Financial Group Address: 3070 Kirby Whitten Rd, Bartlett, TN, 38134-2819, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Sale and ongoing management of investment/insurance products provided by Raymond James Financial Services. (2)Name of Business: Pinnacle Asset Management Address: 3070 Kirby Whitten Rd, Bartlett, TN, 38134-2819, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advise clients and sale of financial products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
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