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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-06-05 |
Branch Locations
5815 Oleander Dr Ste 320, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2021 |
| Patrick Henry High School | Roanoke | VA | 08/2014 | 05/2018 |
| Equitable Advisors | Roanoke | VA | 07/2021 | 03/2022 |
| Unemployed | Roanoke | VA | 05/2018 | 08/2018 |
| Unemployed | Roanoke | VA | 05/2021 | 07/2021 |
| Raymond James Financial Services, Inc. | Wilmington | NC | 04/2022 | Present |
| Sound Harbor Wealth Partners | Wilmington | NC | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Wilmington | NC | 06/2023 | Present |
(1)Name of Business: Sound Harbor Wealth Partners Address: 5815 Oleander Dr Ste 320, Wilmington, NC, 28403-4853, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Assist head advisor with clients and office duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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