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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-07-01 |
Branch Locations
1333 Second Street Ne Suite 302, Hickory, NC 28601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/1991 | 04/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2017 | 05/2019 |
| Raymond James Financial Services, Inc. | Hickory | NC | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Hickory | NC | 05/2019 | Present |
| Signature Wealth Group | Hickory | NC | 01/2020 | Present |
(1)Name of Business: Signature Wealth Group Address: 1333 Second Street NE, Hickory, NC, 28601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-26 |
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