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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 2024-02-29
TX RA APPROVED 2024-02-29
  • NC RA
    APPROVED
    Since 2024-02-29
  • TX RA
    APPROVED
    Since 2024-02-29

Branch Locations

212 S Front Street, New Bern, NC 28560 • 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
Edward Jones Wilmington NC 01/2006 02/2024
Raymond James Financial Services Advisors, Inc New Bern NC 02/2024 Present
Raymond James Financial Services, Inc New Bern NC 02/2024 Present
Previous Registrations
  • 2007-02-27 → 2024-03-01
    Leland, NC
    New Bern, NC
    Trent Woods, NC
    Wilmington, NC
    New Bern, NC
    St. Louis, MO
Other Businesses

(1) Name of Business: Benson II Commercial LLC Address: 119 Allen Dr, New Bern, NC, 28562, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of commercial rental property. (2) Name of Business: Benson Wealth Partners LLC Address: 502 Pollock St Ste B, New Bern, NC, 28562-5696, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/29/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning and advisory services (3) Name of Business: CGB Holdings Address: 119 Allen Dr, New Bern, NC, 28562, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Four Corners Advisor Group Address: 502 Pollock St Ste B, New Bern, NC, 28562-5696, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/29/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non owner, no responsibilities (5) Name of Business: New Bern Preservation Foundation Address: 510 Pollock St Suite B , New Bern , NC, 28562, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Reviewing and presenting financial reports during meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-20
S63 Uniform Securities Agent State Law Examination 2006-04-17
  • S66 Uniform Combined State Law Examination
    2007-02-20
  • S63 Uniform Securities Agent State Law Examination
    2006-04-17
Designations
Other Names
  • Chuck Benson
  • Charles G Benson
  • Charles G Benson
  • Charlie Benson

View on SEC IAPD

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