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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
1018 Grandiflora Drive Suite E, Leland, NC 28451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Raleigh | NC | 11/2019 | 03/2020 |
| Circassia Pharmaceuticals | Morrisville | NC | 08/2019 | 11/2019 |
| M2/Solomon Edwards | San Francisco | CA | 07/2019 | 08/2019 |
| Basf | Durham | NC | 12/2010 | 06/2019 |
| Edward Jones | St Louis | MO | 03/2020 | 06/2023 |
| Raymond James Financial Services, Inc. | Leland | NC | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Leland | NC | 06/2023 | Present |
| Signature Wealth Group | Leland | NC | 06/2023 | Present |
| Northern Charm Llc | Leland | NC | 06/2023 | Present |
(1)Name of Business: Northern Charm LLC Address: 1022 Grandiflora Drive - Ste 110, Leland, NC, 28451, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Northern Charm LLC (2)Name of Business: Signature Wealth Group Address: 1022 Grandiflora Drive - Ste 110, Leland, NC, 28451, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/16/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I a a wealth advisor in Leland, NC office. (3)Name of Business: Town of Leland - Economic Development Committee Address: 102 Town Hall Drive, Leland, NC, 28451, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 07/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee member of ToL Economic Development Committee. Monthly meetings. Review business interaction with town. Prepare guidelines to be reviewed by the Town Council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
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