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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-09 |
| NC | RA | APPROVED | 2013-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Cary | NC | 10/2013 | Present |
| Stonegate Financial | Cary | NC | 10/2013 | 03/2023 |
| Raymond James Financial Services Advisors Inc. | Cary | NC | 11/2013 | Present |
| Stonegate Financial | Cary | NC | 10/2013 | 09/2024 |
(1)Name of Business: Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 10/04/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm writing a retirement planning book and plan to give it to clients as a gift and also have it listed in Amazon for sale. (2)Name of Business: KKW Properties LLC Address: 204 Towne Village Dr, Cary, NC, 27513, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and lease back to Stonegate Financial (3)Name of Business: StillGreen Partners Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: StillGreen Partners is a holding that owns Stonegate Financial. (4)Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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