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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-07-24 |
Branch Locations
517 Alcove Rd Ste 201, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2011 | 07/2025 |
| Raymond James Financial Services, Inc. | Mooresville | NC | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Mooresville | NC | 07/2025 | Present |
(1)Name of Business: Address: 1358 Shearers Rd, Mooresville, NC, 28115, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a rental property and I manage the property. (2)Name of Business: Johnson Private Wealth Address: 517 Alcove Rd Ste 201, Mooresville, NC, 28117-8574, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and Financial Advisor for Johnson Private Wealth (3)Name of Business: Phifer I Johnson Family Limited Partnership Address: 1356 Shearers Rd, Mooresville, NC, 28115, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 08/04/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
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