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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-10-18
TX RA APPROVED_RES 2024-10-10
  • NC RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED_RES
    Since 2024-10-10

Branch Locations

Roxboro, NC • United States

22 Court Street, Roxboro, NC 27573 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2018 03/2019
Us Army National Guard Stem NC 12/2008 11/2019
Edward Jones Saint Louis MO 12/2019 10/2024
Department Of The Army Stem NC 05/2013 12/2020
Raymond James Financial Services, Inc. Roxboro NC 10/2024 Present
Raymond James Financial Services Advisors, Inc. Roxboro NC 10/2024 Present
Four Corners Advisor Group Durham NC 04/2023 Present
  • 07/2018 → 03/2019
    St Louis, MO
  • 12/2008 → 11/2019
    Us Army National Guard
    Stem, NC
  • 12/2019 → 10/2024
    Saint Louis, MO
  • 05/2013 → 12/2020
    Department Of The Army
    Stem, NC
  • 10/2024 → Present
    Raymond James Financial Services, Inc.
    Roxboro, NC
  • 10/2024 → Present
    Roxboro, NC
  • 04/2023 → Present
    Four Corners Advisor Group
    Durham, NC
Previous Registrations
  • 2019-12-16 → 2024-10-07
    Rougemont, NC
    St Louis, MO
    Roxboro, NC
    Rougemont, NC
Other Businesses

(1)Name of Business: Address: 22 Court St , Roxboro, NC, 27573, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/03/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Producer \nClient Consultation: Meeting with clients to assess their insurance needs and goals.\nPolicy Recommendations: Presenting suitable insurance products and explaining coverage details.\nApplication Processing: Assisting clients with completing applications and gathering necessary documentation.\nMarket Research: Staying informed about industry trends and available insurance products.\nClient Support: Providing ongoing support and service to clients, including assistance with claims. (2)Name of Business: Bremer Financial LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2024 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 use the LLC from reconditions from my CPA and attorney for my RJFS Pay, business expense and taxes. (3)Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-25
S63 Uniform Securities Agent State Law Examination 2019-06-05
  • S65 Uniform Investment Adviser Law Examination
    2019-10-25
  • S63 Uniform Securities Agent State Law Examination
    2019-06-05
Other Names
  • David Allen Bremer
  • David Bremer

View on SEC IAPD

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