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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-19 |
| TN | RA | APPROVED | 2016-05-19 |
Branch Locations
801 Broad Street, Chattanooga, TN 37402 • United States
10 Church St, Cleveland , TN 37311 • 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 | Chattanooga | TN | 05/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Chattanooga | TN | 05/2016 | Present |
| Pinnacle Financial Partners | Chattanooga | TN | 05/2016 | 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: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 05/05/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Build relationships with Pinnacle Financial Partners, seek prospect opportunities for bank and PAM offerings, complete day to day processes. (2)Name of Business: STONECREST PROPERTIES LLC Address: Hamm road , Chattanooga, TN, 37405, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 05/25/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NO DUTIES (3)Name of Business: The Tindall Team Address: 801 Broad St Fl 2, Chattanooga, TN, 37402-2671, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 06/03/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is for branding of Todd Tindall and his team to include the website as well as other marketing/stationery materials.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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