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Joseph Walker Haney

Raymond James Financial Services Advisors, Inc

Cornelius, NC

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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 2025-11-20
  • NC RA
    APPROVED
    Since 2025-11-20

Branch Locations

18141 West Catawba Ave, Cornelius, NC 28031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Cornelius NC 08/2024 Present
Southlake Christian Academy Huntersville NC 07/2015 06/2020
Davidson College Davidson NC 08/2020 05/2024
Thompson Wealth Group Cornelius NC 11/2024 Present
Raymond James Financial Services Advisors, Inc. Cornelius NC 11/2025 Present
  • 08/2024 → Present
    Raymond James Financial Services, Inc.
    Cornelius, NC
  • 07/2015 → 06/2020
    Southlake Christian Academy
    Huntersville, NC
  • 08/2020 → 05/2024
    Davidson College
    Davidson, NC
  • 11/2024 → Present
    Thompson Wealth Group
    Cornelius, NC
  • 11/2025 → Present
    Raymond James Financial Services Advisors, Inc.
    Cornelius, NC
Other Businesses

Thompson Wealth Group Non-Investment Related Cornelius, North Carolina DBA/Support Company Advisor Started: 11/01/2024 0 hrs per month 0 hrs during trading hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20
Other Names
  • Joe Haney

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
CORNERSTONE WEALTH
PASSPORT WEALTH MANAGEMENT
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF
DAVID PAUL COSS
EDWIN BENNETT GRESHAM
Kimberly Belk Kaylor
Jarred Allen West
LARKIN WOBBE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

More in Cornelius, NC

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