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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-17 |
| TN | RA | APPROVED | 2017-10-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Suntrust | Nashville | TN | 02/1984 | 10/2017 |
| Raymond James Financial Services, Inc. | Nashville | TN | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 10/2017 | Present |
| Pinnacle Bank | Nashville | TN | 10/2017 | Present |
(1)Name of Business: Pinnacle Asset Management Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Working as a Financial Advisor helping clients achieve their financial goals through financial planning, asset management, retirement planning, etc. (2)Name of Business: The Oakley Group Address: 2307 Crestmoor Rd, Nashville, TN, 37215, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member & namesake of the team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-12 |
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