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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-02 |
Branch Locations
109 South Main Street, Hendersonville, NC 28792 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2006 | 09/2025 |
| Raymond James Financial Services Advisors, Inc | Hendersonville | NC | 09/2025 | Present |
(1)Name of Business: Ash Brokerage Address: 109 S Main St, Hendersonville, NC, 28792-5083, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Ash Brokerage was our former Insurance Broker. They still currently handle our clients term policies & LTC insurance. (2)Name of Business: Cano Wealth Strategies, LLC Address: 109 S Main St, Hendersonville, NC, 28792-5083, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 03/06/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run the day to day business. Servicing clients, meeting with prospects, networking etc. (3)Name of Business: One Insurance Address: 109 S Main St, Hendersonville, NC, 28792-5083, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 09/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide Clients life insurance, LTC Insurance and annuity options. (4)Name of Business: The Henderson County Education Foundation Address: 414 4th Avenue West, Hendersonville, NC, 28739, United States Activity Type: Non profit Position/Title: Other, Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide input to the organization with directives, reviewing finances, offer recommendations for events to get the organization better recognized in the community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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