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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
200 Pinner Weald Way Suite 102, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2013 | 11/2023 |
| Raymond James Financial Services, Inc. | Cary | NC | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Cary | NJ | 11/2023 | Present |
(1)Name of Business: Address: 308 Roebling Ln, Cary, NC, 27513, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/01/2021 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: Four Corners Advisors Group 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: 11/06/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: O'Connor Wealth Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founding Partner (4)Name of Business: Vacasa Beech 2 Beach Address: 2003 W Yacht Dr, Oak Island , NC, 28465, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/21/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
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