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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-27 |
Branch Locations
140 Sw Broad St, Southern Pines, NC 28387 • United States
119 Wall Street, Clinton, NC 28328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2002 | 02/2025 |
| Raymond James Financial Services, Inc. | Clinton | NC | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Clinton | NC | 02/2025 | Present |
(1)Name of Business: Address: 170 Bridle Path Cir, Pinehurst, NC, 28374, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I purchased a home 3 years ago. Recently we purchased another home and moved into it. We tried to sell the other home but it was not selling so we put it on the rental market and as of Jan 9th have a renter for a 12 month lease. (2)Name of Business: PineTrust Wealth Partners Address: 119 Wall St, Clinton, NC, 28328-4044, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supporting company with Raymond James (3)Name of Business: SamPine, LLC Address: 119 Wall St, Clinton, NC, 28328-4044, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: supporting company for raymond james
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
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