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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-10 |
| SC | RA | APPROVED | 2021-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Sumter | SC | 01/2013 | 09/2021 |
| Truist Investment Services, Inc. | Sumter | SC | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Sumter | SC | 02/2021 | 09/2021 |
| Raymond James & Associates, Inc. | Sumter | SC | 09/2021 | Present |
| Scott & Stringfellow, Inc | Sumter | SC | 03/2006 | 09/2021 |
(1)Name of Business: C Mac 1, LLC Address: 109 North Hampton Street, Pinewood, SC, 29125, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Cynthia C. McIntosh, is the agent and organizer of the LLC. Both wife my and I are managers and may act independently. The LLC was used to purchase lots across the street from our house. (2)Name of Business: Camp Legacy, LLC Address: 5655 Rooster Circle, Pinewood, SC, 29125, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Other Investment Related: No Start Date: 03/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member; Ownership will be 7.692% of the organization. The purpose of Camp Legacy, LLC to based on the book "Raising a Modern Day Knight", which provides a roadmap for fathers to raise their sons to be Christian men. The property consists of approx 55 acres and a cabin. Ownership is Legacy is similar to ownership in a hunting club. (3)Name of Business: CortDawWalk, LLC Address: 6 Law Range, Sumter, SC, 29150, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC owns rental office space at 6/7 Law Range, Sumter, SC, part of which (6 Law Range) is used for my Raymond James office. (4)Name of Business: First Baptist Church Manning Address: 49 West Boyce St, Manning, SC, 29102, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will serve on the finance committee of the church that reviews the monthly financial reports and works on the annual budget. I will not have any authority over any banking or investment accounts. (5)Name of Business: T Mac 1, LLC Address: 6 Law Range, Sumter, SC, 29150, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/23/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC created to lease my RJA office from the LLC that owns the building as of December 1, 2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-13 |
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