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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-14 |
| SC | RA | APPROVED | 2008-11-26 |
Branch Locations
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 & Associates, Inc. | Hilton Head | SC | 11/2008 | Present |
(1) Name of Business: Address: 64 Boat House St. Unit A, Bluffton, SC, 29910, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Address: 64 Boat House St, Bluffton, SC, USA, Bluffton, SC, 29910, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 07/01/2025 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 have no responsibilities to the business. My wife handles all operations and responsibilities. I simply help her when she needs it. (3) Name of Business: Coastal Carolina Hospital Address: 1000 Medical Center Dr. , Hardeeville, SC, 29927, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Governing Board (4) Name of Business: Coastal States Wealth LLC Address: 28 Promenade St, Bluffton, SC, 29910-7037, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Christopher T. Spires and M. Dustin Wilder are the 50/50 owners of the LLC that owns the building that Branch QAF leases on behalf of Raymond James & Associates. The lease is through CSWAG LLC for asset protection and is simply a pass through entity with no profit or gains. (5) Name of Business: Raymond James Advisor Select Address: 28 Promenade St., Bluffton, SC, 29910, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/20/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We moved our practice to RJAS. My partner Dustin Wilder and I bought a building, created CSWAG, LLC to own the real estate, and we rent the building back to our practice at RJAS. This rental will not have other tenants than our team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-27 |
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