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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2021-12-06 |
Branch Locations
1400 Crescent Green Suite 211, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Raleigh | NC | 03/2020 | 12/2021 |
| Unemployed | Cary | NC | 08/2013 | 03/2020 |
| Raymond James Financial Services, Inc. | Cary | NC | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Cary | NC | 12/2021 | Present |
| Caroline Sinclair Wealth Partners, Llc | Cary | NC | 12/2021 | Present |
(1)Name of Business: (in) tandem and west, LLC Address: 163 E Chatham Street, Cary, NC, 27511, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Effectively, none. Business is a Hair Salon, operated by my wife, who is a hair stylist. By virtue of marriage and joint property, I carry financial responsibilities/obligations. (2)Name of Business: Caroline Sinclair Wealth Partners, LLC Address: 1400 Crescent Grn Ste 211, Cary, NC, 27518-8118, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 12/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operate as a financial advisor and support staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-09 |
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