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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED_RES | 2024-10-10 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-05 |
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