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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-11-30 |
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
32 North Main St. Suite B, Marion, NC 28752 • United States
117 Nun St, Wilmington, NC 28401 • United States
620 Briarcliff Road, Sugar Mountain, NC 28604 • United States
12 South Lexington Ave, Asheville, NC 28801 • United States
3 disclosure categories 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. | Marion | NC | 11/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Marion | NC | 01/2009 | Present |
(1)Name of Business: Address:, nebo, NC, 28761, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/09/2020 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 a rental property that I solely own (2)Name of Business: Address: , NEBO, NC, 28761, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: PAY THE COST OF OWNING THE 10 WEEKS OF PARTIAL OWNERSHIP AT HILTON HEAD SC CONDO. (3)Name of Business: Address: 32 N Main St Ste B, Marion, NC, 28752, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/03/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: self (4)Name of Business: Address: 32 north main street, marion, NC, 28752, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i bought a triplex. i will have a property manager handle the majority of the duties for operation (5)Name of Business: Superior Storage And Moving Address: 32 N Main St Ste B, Marion, NC, 28752, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/03/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Storage units located in my building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-17 |
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