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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-28 |
| TX | RA | APPROVED_RES | 2025-05-08 |
Branch Locations
2828 Pickett Road Suite 280, Durham, NC 27705 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Durham | NC | 03/2024 | 04/2025 |
| Davenport & Company Llc | Durham | NC | 05/2025 | Present |
| Edward Jones | St. Louis | MO | 10/2001 | 03/2024 |
| Raymond James Financial Services, Inc. | Durham | NC | 03/2024 | 04/2025 |
| Kelly Wealth Management Group | Durham | NC | 03/2024 | Present |
(1)Name of Business: J & H Timber LLC Address: Fulford Point Road, Lowland, NC, 28552, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 06/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not much - just watch trees grow. (2)Name of Business: Kelly Wealth Management Group Address: 2828 Pickett Rd Ste 280, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/07/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: RJFS branch owner (3)Name of Business: Pintail landing llc Address: 145 Kelly Watson Rd. \n\n, Lowland, NC, 28512, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 04/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member of hunting club (4)Name of Business: Ricks Properties LLC Address: 310 Ricks Road, Selma, NC, 27713, United States Activity Type: Business Owner Position/Title: Partner Not Investment Related 25% ownership: Start Date: 05/1/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. All income and expenses are allocated to mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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