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5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-15 |
Branch Locations
5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 04/2015 | 03/2017 |
| Bank Of America, N.A. | Greensboro | NC | 07/2015 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | Greensboro | NC | 03/2017 | Present |
| Raymond James Financial Services, Inc. | Greensboro | NC | 03/2017 | Present |
| 1808 Capital Partners | Greensboro | NC | 03/2017 | Present |
| 1808 Capital Partners | Greensboro | NC | 11/2024 | Present |
(1) Name of Business: 1808 Capital Partners Address: 5 Corporate Center Ct Ste 100, Greensboro, NC, 27408, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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