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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-07 |
Branch Locations
3805 University Dr. Unit C, 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2009 | 06/2022 |
| Raymond James Financial Services, Inc | Durham | NC | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Durham | NC | 06/2022 | Present |
| Raymond James Dba Collins Financial Advisors | Durham | NC | 06/2022 | Present |
(1) Name of Business: Bear Creek Partners Address: 4310 Old NC 86, Hillsborough, NC, 27278, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own real estate in an LLC with my husband \nthe LLC is Bear Creek Partners \nI am hiring a property manager so I will have no responsiblities (2) Name of Business: Bear Creek Partners LLC Address: 416 Callicutt Road, Bear Creek, NC, 27207, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/29/2021 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 llc holds raw land that produces no income but holds a forrestry permit for 53 acres of trees. this entity also owns a beach home in Myrtle Beach SC which is NOT rented and produces NO income. \nthis entity is owned jointly 50-50 by me and James R. Gilliland Jr. (3) Name of Business: Collins Financial Advisors, LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Services as independent in conjunction with Raymond James\nI am founder (4) Name of Business: dba Collins Financial Advisors Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Founder\ndoing business under Raymond James Financial Services name (5) Name of Business: Little d Enterprises LLC Address: 3805 University Drive Suite C , Durham, NC, 27707, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/09/2014 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 LLC holds the condominium located at 3805 University Drive Suite C Durham NC 27707\nThis is the location of my former Edward Jones office and is still under lease to Edward Jones. I anticipate this lease will be broken within 100 days and the property will be back in my control
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-19 |
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