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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-23 |
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
5129 Oleander Drive Suite 202, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Wilmington | NC | 02/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Wilmington | NC | 01/2009 | Present |
(1)Name of Business: Coastal Carolina Wealth Management, LLC Address: 5129 Oleander Dr Ste 202, Wilmington, NC, 28403, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/25/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coastal Carolina Wealth Management, LLC. This LLC is to operate RJFS branch. (2)Name of Business: H3D Building, LLC Address: 5129 Oleander Dr Ste 202, Wilmington, NC, 28403, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Other, Owner/Proprietor Investment Related: Yes Start Date: 04/29/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I completed the buyout of the other 3 business member's interest in the LLC and I am now the sole member of H3D Building, LLC. WE had owned the building jointly since 2006. (3)Name of Business: The North Carolina Azalea Festival Address: 5725 Oleander Dr. B-7 , Wilmington, NC, 28403, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 10/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sponsor relations committee Chair. We deliver sponsor packets prior to the festival and act as liasons. \n\nThe Festival Board is currently responsible for the investment decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
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