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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-09 |
| NC | RA | APPROVED | 2020-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | High Point | NC | 06/1999 | 06/2020 |
| Raymond James Financial Services Advisors, Inc. | High Point | NC | 06/2020 | Present |
| Raymond James Financial Services, Inc. | High Point | NC | 06/2020 | Present |
(1)Name of Business: Church Properties HP LLC Address: 132 Church Ave, High Point, NC, 27262, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/23/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of real estate property, with my wife Emily. This property is used by our practice as the only tenant to run our business. (2)Name of Business: Covenant Wealth Strategies LLC Address: 132 Church Avenue, High Point, NC, 27262, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 06/05/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner. (3)Name of Business: Signature Wealth Group Address: 132 Church Ave, High Point, NC, 27262-4931, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor, President of the Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-11 |
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