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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-27
  • NC RA
    APPROVED
    Since 2025-02-27

Branch Locations

140 Sw Broad St, Southern Pines, NC 28387 • United States

119 Wall Street, Clinton, NC 28328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2007-03-08 → 2025-02-28
    Raleigh, NC
    Clinton, NC
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-29
  • S66 Uniform Combined State Law Examination
    2007-01-29

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