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3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
Branch Locations
3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Raleigh | NC | 01/2015 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 07/2015 | 10/2017 |
| Ami, Inc. | Raleigh | NC | 01/2015 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 10/2017 | 06/2026 |
| Olde Raleigh Financial Group | Raleigh | NC | 10/2017 | Present |
1)AMI, INC. SUPPORT COMPANY/DBA (NON-OWNER). NOT INVESTMENT RELATED. RALEIGH, NC. STARTED:01/2015. 200 HRS PER MONTH, 140 DURING TRADING HRS. ADVISOR. 2) ROTARY CLUB OF THE CAPITAL CITY: PRESIDENT ELECT FOR 2024, MEMBER SINCE 01/2016. NOT INVESTMENT RELATED. TIME SPENT 6 HRS/MONTH, 1 HR/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-08 |
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