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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-11 |
| MO | RA | APPROVED | 2020-02-07 |
Branch Locations
3010 E Battlefield St Ste A, Springfield, MO 65804 • United States
Montgomery, TX • 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. | Springfield | MO | 01/2018 | 07/2019 |
| Raymond James Financial Services, Inc. | Springfield | MO | 07/2019 | Present |
| Self Employed | Kansas City | MO | 08/2013 | 12/2017 |
| Pinnacle Advisors | Springfield | MO | 11/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Springfield | MO | 02/2020 | Present |
(1)Name of Business: Pinnacle Advisors Address: 3010 E Battlefield St Ste A, Springfield, MO, 65804, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 11/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is our DBA for revenue from RJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-06 |
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