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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
1501 Highwoods Blvd Suite 102, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Greensboro | NC | 10/1997 | 09/2025 |
| Raymond James Financial Services, Inc. | Greensboro | NC | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Greensboro | NC | 09/2025 | Present |
(1)Name of Business: Address: 3109 Fairbluff Ct, Summerfield, NC, 27358, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Kirven Wealth Management LLC Address: 1501 Highwoods Blvd Ste 102, Greensboro, NC, 27410-2051, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner. Basically, I run all of my Raymond James business income / expenses through Kirven Wealth Management. Once paid by Raymond James, I deposit funds into my Kirven Wealth Management account (account #2741V531 at Raymond James) and then pay my expenses from that same account.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-26 |
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