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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-14 |
| AL | RA | APPROVED | 2013-09-09 |
Branch Locations
601 East Laurel Street, Scottsboro, AL 35768 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapman Storage Llc | Scottsboro | AL | 01/1998 | 09/2016 |
| Raymond James Financial Services Inc | Scottsboro | AL | 09/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Scottsboro | AL | 09/2013 | Present |
| Charter Investment Services, Llc. | Scottsboro | AL | 07/2014 | 11/2017 |
(1)Name of Business: Address: 316 S. Broad Street, Scottsboro, AL, 35768, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 06/17/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the Board of the Scottsboro Commercial Development Authority. The Board works to enhance the commercial development of the city of Scottsboro. (2)Name of Business: Chapman Family Holdings, LLC d/b/a Chapman Storage, LLC Address: 218 Bob Jones Rd, Scottsboro, AL, 35769, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/29/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management and leasing of mini-storage units, warehouses, and office property. (3)Name of Business: Cornerstone Investment Holdings, LLC Address: 601 E Laurel St, Scottsboro, AL, 35768, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Owner (4)Name of Business: Cornerstone Investment Services, LLC Address: 601 E Laurel St, Scottsboro, AL, 35769, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cornerstone Investment Services, LLC serves as the name of our independent LLC for our financial advisory business. We are independent, and Cornerstone Investment Services, LLC is our company name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-28 |
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