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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-01
NC RA APPROVED 2020-12-07
  • TX RA
    APPROVED_RES
    Since 2024-10-01
  • NC RA
    APPROVED
    Since 2020-12-07

Branch Locations

204 Towne Village Dr, Cary, NC 27513 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hargett Hunter Capital Management Llc Raleigh NC 08/2016 08/2020
Raymond James Financial Services, Inc Raleigh NC 08/2020 Present
Wwm Group, Llc Cary NC 06/2021 09/2024
Stillgreen Partners, Llc Cary NC 10/2024 Present
  • 08/2016 → 08/2020
    Hargett Hunter Capital Management Llc
    Raleigh, NC
  • 08/2020 → Present
    Raymond James Financial Services, Inc
    Raleigh, NC
  • 06/2021 → 09/2024
    Wwm Group, Llc
    Cary, NC
  • 10/2024 → Present
    Stillgreen Partners, Llc
    Cary, NC
Other Businesses

(1)Name of Business: Frankie Lemmon School and Foundation Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support oversight of the school and foundation's financial health and integrity. Includes budget oversight, financial monitoring, internal controls/policies, audit and compliance, investment oversight, financial planning/risk management, and board education/communication. (2)Name of Business: Morgan Address: 301 Northfield Drive, Raleigh, NC, 27609, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am named acting trustee of an irrevocable trust and grantor of a revocable trust. No anticipation of any money contributed to either trust outside of $10 initial contribution. Per the attorney, the objective is to create an asset protection trust to hold their real property as part of a strategy to protect assets for future potential Medicaid planning. Upon any funding, I am responsible for managing trust assets and distributions. (3)Name of Business: StillGreen Partners, LLC Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for RJFS-related business. (4)Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for RJFS-related business. Stonegate Financial is the DBA for StillGreen Partners, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-18
  • S66 Uniform Combined State Law Examination
    2020-11-18
Other Names
  • Trey Stilley
  • Henry Stilley

View on SEC IAPD

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