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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-09 |
| TX | RA | APPROVED_RES | 2025-07-02 |
Branch Locations
1100 Ridgefield Blvd Ste 100, Asheville, NC 28806 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2013 | 07/2025 |
| Raymond James Financial Services, Inc. | Asheville | NC | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Asheville | NC | 07/2025 | Present |
| Mckelvy Wealth Management | Asheville | NC | 07/2025 | Present |
(1)Name of Business: McKelvy, Warren Address: 27 Cape Martin Cir, Hendersonville, NC, 28791, United States Activity Type: Control Person Position/Title: Trustee (Acting), Power of Attorney (Acting) Investment Related: Yes Start Date: 06/21/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My Father, Warren McKelvy is unable to properly handle his business affairs. He named me as POA of his trust. This is not a business activity .(not for-profit private but the form made me select that)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
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