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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-06 |
| NC | RA | APPROVED | 2013-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Huntersville | NC | 11/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 03/2013 | Present |
(1)Name of Business: Address: 921 Northeast Drive Unit 26, Davidson, NC, 28036, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Rental Property Address: 7300 Swansea Lane, Cornelius, NC, 28031, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/15/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and Manage Rental Property (3)Name of Business: Willliamson Wealth Group Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-05 |
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