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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-02 |
| NJ | RA | APPROVED | 2024-04-04 |
| AZ | RA | APPROVED | 2021-09-03 |
| FL | RA | APPROVED | 2021-08-24 |
| AR | RA | APPROVED | 2021-08-17 |
| IL | RA | APPROVED | 2021-08-17 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Wilmington | IL | 03/2000 | 08/2021 |
| Mathsights Corporation | Wilmington | IL | 09/2013 | 04/2017 |
| Daily & Francis Financial Services | Wilmington | IL | 05/2014 | 12/2016 |
| Godley Public Water District | Godley | IL | 03/2016 | Present |
| Oak Knoll Financial Strategies, Llc | Wilmington | IL | 06/2016 | 08/2021 |
| Oak Knoll Tax Co | Wilmington | IL | 06/2016 | 08/2021 |
| Oak Knoll Insurance Strategies, Inc | Wilmington | IL | 06/2016 | 08/2021 |
| Raymond James Financial Services Advisors, Inc. | Wilmington | IL | 05/2021 | 08/2021 |
| Innovation Partners Llc | Charlotte | NC | 08/2021 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 08/2021 | Present |
1) Godley Public Water District. Godley, IL.Start: 03/2016. Board Member/Chair Member of the Board/Officer/Director. Not investment related. 2hrs per month.___
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
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