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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-31 |
| NC | RA | APPROVED | 2010-10-08 |
Branch Locations
104 Osterville Drive, Holly Springs, NC 27540 • United States
2 disclosure categories 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 | Holly Springs | NC | 09/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Holly Springs | NC | 09/2010 | Present |
(1)Name of Business: Sandy Springs HOA Address: 524 Democracy Pl, Apex, NC, 27523, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 02/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work with other board members and owners for the community of 88 townhomes. I help with the budgeting and financial reporting but do not have access to any accounts, funds or check writing (2)Name of Business: Sterling Creek Properties, LLC Address: 524 Democracy Pl, Apex, NC, 27523, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/13/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in a timber and land ownership property (3)Name of Business: Sterling Fox Financial Services Address: 104 Osterville Drive Holly Springs, NC 27540, Holly Springs, NC, 27540, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/06/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch LLC (4)Name of Business: Volpe Holdings Address: 104 Osterville Dr., Holly Springs, NC, Holly Springs, NC, 27540, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/05/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: office lease of owned space (5)Name of Business: Volpe Holdings, LLC Address: 524 Democracy Place, Apex, NC, 27523, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor, Officer - President Investment Related: Yes Start Date: 07/31/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partnership with my wife Tiffin Volpe for the purpose of purchasing rental properties. (6)Name of Business: Volpe, A IRA-4-; Volpe, Arlene Address: 524 Democracy Place, Apex, ND, 27523, United States Activity Type: Control Person Position/Title: Health care proxy (Acting), Health care POA (Acting), Health care surrogate (Acting), Executor (Acting) Investment Related: Yes Start Date: 09/15/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Executor for my mother, Arlene C. Volpe's estate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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