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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 2026-03-31
  • NC RA
    APPROVED
    Since 2026-03-31

Branch Locations

3065 S. Church Street, Burlington, NC 27215 • 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
Culver's Orland Park IL 06/2021 07/2021
Cog Hill Golf & Country Club Lemont IL 05/2022 08/2022
Cog Hill Golf & Country Club Lemont IL 05/2023 08/2023
Uline Pleasant Prairie WI 05/2024 08/2024
Blaser Investment Management Group Burlington NC 06/2025 03/2026
Carl Sandburg High School Orland Park IL 08/2017 05/2021
Century Junior High School Orland Park IL 08/2014 06/2017
Spring Arbor University Spring Arbor MI 08/2021 05/2025
Commonwealth Financial Network Waltham NC 06/2025 03/2026
Raymond James Financial Services Advisors, Inc. Burlington NC 03/2026 Present
Balser Investment Management Group, Inc. Burlington NC 03/2026 Present
  • 06/2021 → 07/2021
    Culver's
    Orland Park, IL
  • 05/2022 → 08/2022
    Cog Hill Golf & Country Club
    Lemont, IL
  • 05/2023 → 08/2023
    Cog Hill Golf & Country Club
    Lemont, IL
  • 05/2024 → 08/2024
    Uline
    Pleasant Prairie, WI
  • 06/2025 → 03/2026
    Blaser Investment Management Group
    Burlington, NC
  • 08/2017 → 05/2021
    Carl Sandburg High School
    Orland Park, IL
  • 08/2014 → 06/2017
    Century Junior High School
    Orland Park, IL
  • 08/2021 → 05/2025
    Spring Arbor University
    Spring Arbor, MI
  • 06/2025 → 03/2026
    Waltham, NC
  • 03/2026 → Present
    Burlington, NC
  • 03/2026 → Present
    Balser Investment Management Group, Inc.
    Burlington, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-05
  • S65 Uniform Investment Adviser Law Examination
    2025-09-05

View on SEC IAPD

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