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7 Lafayette Place Suite B, Hilton Head Island, SC 29926 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED_RES | 2024-05-30 |
Branch Locations
1121 Third Ave, Conway, SC 29526 • United States
7 Lafayette Place Suite B, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Conway | SC | 03/2008 | 04/2024 |
| Raymond James Financial Services Advisors, Inc | Conway | SC | 01/2009 | Present |
| Roberts Financial Strategies, Llc | Conway | SC | 01/2020 | Present |
| Hilton Head Capital Partners, Llc | Conway | SC | 04/2024 | Present |
(1) Name of Business: none Address: 809 Wright Boulevard, Conway, SC 29527, conway, SC, 29527, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Roberts Financial Strategies, LLC Address: 1121 3rd ave Suite b, Conway, SC, 29526, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/06/2020 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 have Raymond James Branch 8JA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-30 |
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