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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-02 |
| NC | RA | APPROVED | 2017-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Greenville | NC | 05/2009 | 11/2017 |
| Raymond James Financial Services, Inc. | Kinston | NC | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Kinston | NC | 11/2017 | Present |
| Innerbanks Financial Partners | Chocowinity | NC | 11/2017 | 08/2019 |
(1)Name of Business: GoodBodies 24/7 Fitness Inc. Address: 2817 Hull Rd, kinston, NC, 28504, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/25/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (2)Name of Business: Tart Holdings, LLC DBA InnerBanks Financial Partners Address: 2815 Hull Rd., Kinston, NC, 28504, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-24 |
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