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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED_RES | 2026-07-01 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2009 | 06/2026 |
| Bank Of America, N.A | Charlotte | NC | 07/1999 | 06/2026 |
| Raymond James & Associates, Inc | Charlotte | NC | 06/2026 | Present |
(1) Name of Business: Address: 7417 Quilbray Dr, Huntersville, NC, 28078, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of a residential Real estate, Single Family house (2) Name of Business: Address: 7417 Quilbray Dr, Huntersville, NC, 28078, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of a residential Real estate - condo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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