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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
200 Pinner Weald Way , Nc, Usa, Suite 102, Cary, NC 27515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2010 | 09/2024 |
| Raymond James Financial Services Advisors, Inc. | Cary | NC | 09/2024 | Present |
| Raymond James Financial Services, Inc. | Cary | NC | 09/2024 | Present |
| Four Corners Advisor Group Llc | Durham | NC | 09/2024 | Present |
(1) Name of Business: Buckner Wealth Management, LLC Address: 200 Pinner Weald Way Ste 102, Cary, NC, 27513-2793, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I lead the business while ensuring clients receive ethical, high-quality financial advice. I am responsible for setting the firm's vision, strategy, and financial goals. I oversee compliance with all applicable laws and regulations and maintain strong risk management practices. I monitor investment strategies, client service standards, and overall firm performance. I build and maintain relationships with clients, business partners, and the community to support growth. (2) Name of Business: Coral Oaks, LLC Address: 117 Southwold Drive, Cary, NC, 27519, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/17/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Four Corners Advisor Group LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (4) Name of Business: FOUR CORNERS ADVISOR GROUP, LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/25/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-22 |
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