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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 07/2019 |
| Massmutual Carolinas | Greensboro | NC | 05/2018 | 10/2018 |
| Walgreens | Burlington | NC | 05/2014 | 05/2018 |
| Wells Fargo Bank, Na | Greensboro | NC | 09/2019 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 09/2019 | 06/2022 |
| Lpl Financial Llc | Burlington | NC | 09/2023 | 04/2026 |
| Raymond James Financial Services, Inc. | Burlington | NC | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 04/2026 | Present |
| Amazon Flex | Burlington | NC | 05/2023 | 04/2026 |
(1)Name of Business: Amazon Flex Address: 2309 Stratford Ct, Burlington, NC, 27215, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 05/15/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Deliver Amazon packages using my personal vehicle. I typically do this between 8-10PM or 3-6:30AM. The night "blocks" are 1-2 times a week, the morning "blocks" 2-3 times a week.\n (2)Name of Business: Chaulklin Clayton Financial Address: 1211 S Main St, Burlington , NC, 27215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/16/2026 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 in management of daily investment business for John Chaulklin and Brian Clayton under Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-05 |
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