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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| NC | RA | APPROVED | 2023-12-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fayetteville | NC | 11/2015 | 08/2022 |
| Unemployed | Fayetteville | NC | 09/2022 | 12/2022 |
| Cs Planning Corp. | Fayetteville | NC | 01/2023 | 12/2023 |
| Raymond James Financal Services, Inc | Fayetteville | NC | 12/2023 | Present |
| Raymond James Financal Advisors, Inc | Fayetteville | NC | 12/2023 | Present |
| Capital Guardian | Charlotte | NC | 04/2016 | 12/2016 |
| The Hook 1, Inc. | Fayetteville | NC | 11/2024 | Present |
(1)Name of Business: Synergy Financial, LLC Address: 208 Park St, Fayetteville, NC, 28305-4855, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/12/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC used for 1099 income as an RJFS advisor. Is not and will not be used publicly, and it does not generate income in any form. (2)Name of Business: The Hook 1, Inc. Address: 208 Park St, Fayetteville, NC, 28305-4855, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Arthur C. Hooker, President. Operational and sales related tasks, supporting Arthur's book of business. (3)Name of Business: Village Baptist Church Address: 906 S McPherson Church Road, Fayetteville, NC, 28303, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collaborate on annual budget and income needs for the church. Responsibilities will always be in tandem with other board members for the purpose of reviewing church financials prepared by CPA and church accountant for transparency and stewardship. \nNo signing authority or sole decision making authority, no contact with financial institutions, as purpose is for oversight and stewardship only. No compensation whatsoever, in any form will ever be distributed to me in this - or any other capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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