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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-07-18
  • NC RA
    APPROVED
    Since 2016-07-18

Branch Locations

3270 A Robinwood Road, Gastonia, NC 28054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services,Inc Gastonia NC 06/2016 Present
Raymond James Financial Services Advisors Inc. Gastonia NC 07/2016 Present
Bluestone Financial Advisors Gastonia NC 05/2016 Present
Previous Registrations
  • 2011-07-20 → 2016-06-03
    Cornerstone Wealth
    Huntersville, NC
    Cornelius, NC
  • 2008-11-07 → 2011-07-20
    Securities America Advisors, Inc.
    Cornelius, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-30
S63 Uniform Securities Agent State Law Examination 1998-04-14
  • S66 Uniform Combined State Law Examination
    2008-10-30
  • S63 Uniform Securities Agent State Law Examination
    1998-04-14
Other Names
  • Josh White
  • Josh Mcdaid White

View on SEC IAPD

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