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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 | 2019-09-16 |
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 | Charlotte | NC | 11/2011 | 09/2019 |
| Bank Of America, N.A. | Charlotte | NC | 12/2011 | 09/2019 |
| Raymond James & Associates, Inc. | Charlotte | NC | 09/2019 | 10/2022 |
| Raymond James & Associates, Inc. | Ballantyne | NC | 10/2022 | Present |
(1)Name of Business: Bethany United Methodist Church Address: 2411 Hwy 52, Albemarle, NC, 28001, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance committee. Make recommendations to the church's board of trustees. Typically meet twice per year, and as needed. Time involved is minimal and falls outside of business hours. (2)Name of Business: Maple Creek Capital, LLC Address: 120 Berea Baptist Church Rd, Stanfield, NC, 28163, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buy, sell, lease real estate for personal investment. (3)Name of Business: Wadesboro Holdings, LLC Address: 120 Berea Baptist Church Rd, Stanfield, NC, 28163, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 08/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a single owned LLC by my wife as Member/Manager to hold real estate investments. I help my wife manage the investment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-20 |
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