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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
430 Jake Alexander Blvd W, Salisbury, NC 28147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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