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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-28 |
| NC | RA | APPROVED | 2012-10-17 |
Branch Locations
3130 Fairhill Drive Suite 100, Raleigh, NC 27612 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Raleigh | NC | 10/2012 | Present |
| Alger Financial | Raleigh | NC | 03/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 10/2012 | Present |
(1)Name of Business: Alger Financial Address: 3130 Fairhill Drive, Suite 100, Raleigh, NC, 27612, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/16/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner Alger Financial (2)Name of Business: Alger Financial Address: 100 Fairhill Drive, Raleigh, NC, 27612, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/12/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: investment firm (3)Name of Business: AlgerFore LLC Address: 3130 Fairhill Dr Ste 100, Raleigh, NC, 27612-3164, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/30/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC owns my current building which we moved into on October 1. It also owns my last office suite which I hope to sell in 2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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