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5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-15 |
Branch Locations
5 Corporate Center Ct Suite 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Winston-Salem | NC | 11/2003 | Present |
| Peeler Properties | Lexington | NC | 06/1977 | Present |
| Raymond James Financial Services Advisors, Inc | Winston-Salem | NC | 01/2009 | 11/2024 |
| Atlantic Propertiies Of Rowan, Llc | Lexington | NC | 08/2007 | Present |
| 1808 Capital Partners | Greensboro | NC | 11/2024 | Present |
(1) Name of Business: Atlantic Propertiies of Rowan, LLC Address: 702 Long Street, Lexington, NC, 27292, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administration and money transfers and money management (2) Name of Business: Peeler Properties Address: 702 Long Street, Lexington, NC, 27292, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/1977 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage and rent property...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-17 |
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