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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| NC | RA | APPROVED | 2026-05-13 |
Branch Locations
517 Alcove Rd Ste 201, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2024 | 05/2026 |
| Unemployed | Concord | NC | 10/2023 | 07/2024 |
| Pricewaterhousecoopers Llp | Charlotte | NC | 10/2020 | 10/2023 |
| Unemployed | Gilbert | AZ | 05/2020 | 10/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2020 |
| Pricewaterhousecoopers Llp | San Jose | CA | 01/2019 | 03/2019 |
| Edward Jones | Tuscaloosa | AL | 06/2018 | 08/2018 |
| Cutco Cutlery | Tuscaloosa | AL | 08/2017 | 12/2017 |
| Green Tanner Industrial Llc | Phoenix | AZ | 05/2017 | 08/2017 |
| Raymond James Financial Services, Inc. | Mooresville | NC | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Mooresville | NC | 05/2026 | Present |
(1) Name of Business: Bloom Private Wealth Address: 517 Alcove Rd Ste 201, Mooresville , NC, 28117-8574, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My responsibilities will include helping clients manage and protect their wealth by providing investment guidance, building financial strategies, and offering advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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