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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-29 |
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-17 |
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