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8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-27 |
Branch Locations
8311 Bandford Way Suite 105, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Raleigh | NC | 08/2011 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 10/2011 | 10/2025 |
| Pursuit Wealth Strategies | Raleigh | NC | 10/2014 | Present |
(1)Name of Business: Smart Chicks, LLC Address: 8311 Bandford Way Ste 105, Raleigh, NC, 27615-2763, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Sparrow Data Solutions Address: 1105 Vestavia Woods Dr, Raleigh, NC, 27615, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 03/10/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in annual board meetings for 1-2 hrs per meeting. This is a startup non-profit for data solutions. My role on the board will be reviewing company P&L and financial statements, reviewing overall financial health of the organization. (3)Name of Business: Trinity Academy of Raleigh Address: 10224 Baileywick Road, Raleigh, NC, 27613, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 08/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Monthly board meetings for a local private school. Serving on a sub committee which I have already been doing and disclosed previously (development committee). I have now combined that activity into the board activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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