Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2009-01-02
  • NC RA
    APPROVED
    Since 2009-01-02

Branch Locations

430 Jake Alexander Blvd W, Salisbury, NC 28147 • 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
Raymond James Financial Services, Inc Salisbury NC 01/2002 Present
Alan F. Burke,Cpa,Pa Salisbury NC 12/1989 Present
Hole-In-One Properties, Llc Salisbury NC 07/2004 Present
Raymond James Financial Services Advisors, Inc Huntersville NC 01/2009 Present
Rowan County Chamber Of Commerce Salisbury NC 03/2019 Present
  • 01/2002 → Present
    Raymond James Financial Services, Inc
    Salisbury, NC
  • 12/1989 → Present
    Alan F. Burke,Cpa,Pa
    Salisbury, NC
  • 07/2004 → Present
    Hole-In-One Properties, Llc
    Salisbury, NC
  • 01/2009 → Present
    Huntersville, NC
  • 03/2019 → Present
    Rowan County Chamber Of Commerce
    Salisbury, NC
Previous Registrations
  • 2003-09-11 → 2009-01-02
    Raymond James Financial Services, Inc.
    Salisbury, NC
    Salisbury, NC
    Cornelius, NC
Other Businesses

(1)Name of Business: Alan F. Burke, Cpa, Pa Address: 430 Jake Alexander Blvd. West, Salisbury, NC, 28147, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/1989 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Hole In One Properties, Llc Address: 512 Fairway Ridge Rd, Salisbury, NC, 28146, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/26/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager (3)Name of Business: Rowan County Chamber of Commerce Address: 204 E. Innes St, Salisbury, NC, 28144, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review financial statements on a monthly basis, offer suggestions and asking questions to help organization remain fiscally responsible. (4)Name of Business: Studio512, LLC Address: 430 Jake Alexander Blvd W, Salisbury, NC, 28147, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Perform and manage band activities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-05
S63 Uniform Securities Agent State Law Examination 2001-03-19
  • S65 Uniform Investment Adviser Law Examination
    2002-02-05
  • S63 Uniform Securities Agent State Law Examination
    2001-03-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salisbury, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor