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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
2901 Coltsgate Road Suite 202, Charlotte, NC 28211 • 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 D. Jones & Co., L.P. | Charlotte | NC | 06/1993 | 06/2026 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 06/2026 | Present |
(1) Name of Business: Hines Wealth Advisors Address: 2901 Coltsgate Road Ste 202, Charlotte, NC, 28211-4384, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, Founder, Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-18 |
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