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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| NC | RA | APPROVED | 2019-08-16 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Raleigh | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 08/2019 |
| Raymond James & Associates, Inc. | Raleigh | NC | 08/2019 | Present |
(1)Name of Business: Address: 1010 Taywood Way, Apex, NC, 27502, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 02/15/2023 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 will not be involved in day-to-day operations or decision making however I will have influence over some of the decisions we make as we develop the 5 parcels. For example, KJ and I will decide together whether we resell parcel 2 or 3 to another developer versus developing through Sungate Properties LLC. (2)Name of Business: Teulu Properties, LLC Address: 1010 Taywood Way, Apex, NC, 27502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/18/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I currently own 2 short term rental properties in Emerald Isle and 1 in Surf City, NC. These properties are held in a LLC where we are the only members. The properties are managed by a professional property management firm so we have no day to day involvement or interaction with the guests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-19 |
| S66 | Uniform Combined State Law Examination | 1998-01-23 |
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