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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2022-08-05 |
| NC | RA | APPROVED | 2018-09-28 |
Branch Locations
3130 Fairhill Drive Suite 100, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citzens Bank & Trust Co | Raleigh | NC | 07/2005 | 06/2018 |
| Raymond James Financial Services, Inc | Raleigh | NC | 06/2018 | 07/2018 |
| Raymond James Financial Services, Inc | Raleigh | NC | 07/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 09/2018 | Present |
(1) Name of Business: Alger Financial Address: 3130 Fairhill Drive, Ste 100, Raleigh, NC, 27612, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: Yes Start Date: 07/12/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Cultivate and manage a book of clients. day-to-day investment management and financial planning for these clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-26 |
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