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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-01-02 |
Branch Locations
140 Sw Broad St, Southern Pines, NC 28387 • United States
119 Wall Street, Clinton, NC 28328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Clinton | NC | 12/2003 | Present |
| Creek Field Farms Llc | Clinton | NC | 10/2003 | Present |
| Wall Street Securities | Clinton | NC | 01/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Clinton | NC | 01/2009 | Present |
| Monavie Distributor | Clinton | NC | 04/2010 | Present |
| Williamson Greenhouses | Clinton | NC | 06/2019 | 12/2019 |
(1)Name of Business: Creekfield Farm LLC Address: 906 Coharie Drive, Clinton, NC, 28328, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 05/28/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: PineTrust Wealth Partner, LLC Address: 119 Wall St, Clinton, NC, 28328-4044, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supporting company with Raymond James (3)Name of Business: Wall Street Investments LLC Address: 906 Coharie Drive, Clinton, NC, 28328, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/12/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Operator of LLC (4)Name of Business: Wall Street Investments, LLC Address: 119 Wall St, Clinton, NC, 28328, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-20 |
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