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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-01 |
| NC | RA | APPROVED | 2020-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
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