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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-22 |
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
1018 Grandiflora Drive Suite E, Leland, NC 28451 • 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. | Leland | NC | 08/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Leland | NC | 01/2009 | Present |
| A&J Holding, Inc. | New Bern | NC | 10/2015 | 09/2019 |
| Capital Investment Companies | Leland | NC | 04/2019 | 05/2020 |
(1)Name of Business: J Murray & Associates, Inc Address: 1022 Grandiflora Dr. STE 110, Leland, NC, 28451, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of J. Murray & Associates, Inc. This is the tax reporting S-corp for 62P01 satellite. (2)Name of Business: Little Rosa Properties LLC Address: 315 Metcalf St, New Bern, NC, 28562, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/19/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ashley Irizarry and I created Little Rosa Properties LLC to own our portion of Southern Tait Holdings LLC which owns the building we operate our RJFS branch (BCN16). Ashley and I each own 50% of Little Rosa Properties LLC (3)Name of Business: Signature Wealth Group Address: 315 Metcalf St, New Bern, NC, 28562, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a senior wealth advisor in the New Bern office. (4)Name of Business: Southern Tait Holding, LLC Address: 315 Metcalf ST, New Bern, NC, 28562, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/14/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner of Southern Tait Holdings LLC through ownership of Little Rosa Properties LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-21 |
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