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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
100 North Main Street Suite 2400, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Winston-Salem | NC | 04/2013 | 08/2017 |
| Morgan Stanley | New York | NY | 09/2017 | 10/2022 |
| Raymond James & Associates | Winston Salem | NC | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-28 |
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