Paul T Bode

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-02-25
TX	RA	APPROVED	2026-02-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2009	09/2016
Franklin Street Advisors Inc.	Chapel Hill	NC	12/2025	Present
Safe Harbor Family Capital, Llc	Chapel Hill	NC	07/2020	10/2025
Franklin Street Advisors Inc.	Chapel Hill	NC	01/2019	05/2020
Kenan-Flagler Business School	Chapel Hill	NC	10/2016	05/2017
Johnson Development Associates	Summit	NJ	06/2017	08/2017
Kenan-Flagler Business School	Chapel Hill	NC	09/2017	05/2018
Johnson Development Associates,	Spartanburg	SC	06/2018	12/2018

04/2009 → 09/2016

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
12/2025 → Present

Franklin Street Advisors Inc.

Chapel Hill, NC
07/2020 → 10/2025

Safe Harbor Family Capital, Llc

Chapel Hill, NC
01/2019 → 05/2020

Franklin Street Advisors Inc.

Chapel Hill, NC
10/2016 → 05/2017

Kenan-Flagler Business School

Chapel Hill, NC
06/2017 → 08/2017

Johnson Development Associates

Summit, NJ
09/2017 → 05/2018

Kenan-Flagler Business School

Chapel Hill, NC
06/2018 → 12/2018

Johnson Development Associates,

Spartanburg, SC

Provisional Real Estate Broker at Bigfoot Realty. .5 hours per month.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-14
S63	Uniform Securities Agent State Law Examination	2007-10-01

Other Firms