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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| NC | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Burlington | NC | 06/2019 | 04/2026 |
| Trivantage | Mebane | NC | 05/2014 | 05/2019 |
| Raymond James Financial Services, Inc. | Burlington | NC | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 04/2026 | Present |
| Anchor Wealth Management | Burlington | NC | 05/2019 | Present |
| Anchor Wealth | Burlington | NC | 01/2023 | Present |
(1)Name of Business: Address: 2971 Crouse Ln, Burlington , NC, 27215, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Currently, all life insurance and disability insurance is considered an OBA. I am appointed with a few different carriers and considered a 1099 by them.\n (2)Name of Business: Anchor Wealth Management Address: 2971 Crouse Ln, Burlington , NC, 27215, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a W-2 Certified Financial Advisor that helps clients with financial planning and investment management.\n (3)Name of Business: Johnson Farm & Cattle Company LLC Address: 1780 Stoney Creek Church Rd, Burlington, NC, 27217, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/17/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Care for cattle/livestock. The company was created for tax purposes regarding a small herd of livestock we own. All cattle is owned at our home which consists of 36 acres.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
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