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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-07 |
Branch Locations
2815 S. Church Street, Burlington, NC 27215 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Burlington | NC | 04/2021 | 05/2022 |
| Raymond James Financial Services, Inc | Burlington | NC | 05/2022 | Present |
| Pinnacle Pharmacy Consultants, Llc | Whitsett | NC | 01/2019 | 04/2021 |
| Midtown Pharmacy, Llc | Whitsett | NC | 12/2003 | 01/2019 |
(1)Name of Business: Milestone Wealth Management Address: 2815 S Church St, Burlington, NC, 27215-5105, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Salaried Employee (2)Name of Business: PWPNC, LLC Address: 2915 S Fairway Drive, Burlington, NC, 27215, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 08/28/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a silent 50% partner in the business which is just a holding company for the building we own.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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