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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-09-08 |
Branch Locations
119 Wall Street Clinton, Nc 28328-4044, Clinton, NC 28328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Clinton | NC | 01/2013 | 11/2017 |
| Raymond James Finanical Services, Inc. | Clinton | NC | 11/2017 | 01/2018 |
| Raymond James Financial Services, Inc. | Clinton | NC | 01/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Clinton | NC | 09/2020 | Present |
| Wall Street Investments | Clinton | NC | 09/2019 | 03/2025 |
| Pinetrust Wealth Partners, Llc | Clinton | NC | 03/2025 | Present |
(1)Name of Business: PineTrust Wealth Partners, LLC Address: 119 Wall St, Clinton, NC, 28328-4044, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: senior registered client service associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-21 |
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