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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-11 |
| NC | RA | APPROVED | 2019-09-09 |
Branch Locations
3540 Toringdon Way Suite 510, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 09/2004 | 09/2019 |
| Bank Of America, N.A. | Charlotte | NC | 12/2012 | 09/2019 |
| Raymond James & Associates, Inc | Charlotte | NC | 09/2019 | Present |
I*108406 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: OUR LITTLE ROSES FOREIGN MISSION SOCIETY INVESTMENT RELATED: N ADDRESS OF BUSINESS: MIAMI, FLORIDA 33132 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, ASSIST WITH SERVING, PREPARATION, ATTENDEES START DATE OF RELATIONSHIP: 9/1/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: TO WORK AND PREP WITH LOCAL TEAM (CHARLOTTE PADRINOS) TO HOST AN ANNUAL FUNDRAISER FOR AT RISK GIRLS AT THE OUR LITTLE ROSES HOME IN SAN PEDRO SULA, HONDURAS. ALL PROCEEDS FROM THE FUNDRAISER ARE DONATED FOR THE HOME THROUGH US OLRFMS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-25 |
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