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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-12
NC RA APPROVED 2025-03-04
  • TX RA
    APPROVED
    Since 2025-03-12
  • NC RA
    APPROVED
    Since 2025-03-04

Branch Locations

804 Green Valley Road Suite 100, Greensboro, NC 27408 • 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 & Associates Greensboro NC 01/2025 Present
Lincoln Financial Group Greensboro NC 11/2017 11/2024
The Sales Factory Greensboro NC 08/2014 11/2017
  • 01/2025 → Present
    Raymond James & Associates
    Greensboro, NC
  • 11/2017 → 11/2024
    Lincoln Financial Group
    Greensboro, NC
  • 08/2014 → 11/2017
    The Sales Factory
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28

View on SEC IAPD

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