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8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-27 |
Branch Locations
8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Raleigh | NC | 11/2009 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Raleigh | NC | 11/2009 | 10/2025 |
| Pursuit Wealth Strategies, Llc | Raleigh | NC | 11/2009 | 10/2016 |
| Pursuit Wealth Strategies, Llc | Raleigh | NC | 11/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
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