Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
TX RA APPROVED 2018-12-20
LA RA APPROVED 2018-12-14
  • SC RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2018-12-20
  • LA RA
    APPROVED
    Since 2018-12-14

Branch Locations

1024 Berkeley Hall Blvd Ste 201, Bluffton, SC 29909 • 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 St Louis MO 06/2013 12/2018
Raymond James Financial Services, Inc. Bluffton SC 12/2018 Present
Raymond James Financial Services Advisors, Inc. Bluffton SC 12/2018 Present
Grand Design Wealth Management Inc Bluffton SC 04/2021 Present
Previous Registrations
  • 2013-09-23 → 2018-12-20
    Shreveport, LA
    Bossier City, LA
    St Louis, MO
    Bossier City, LA
Other Businesses

(1)Name of Business: Bluffton Financial Planning Address: 1024 Berkeley Hall Blvd, Bluffton, SC, 29909, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Owner / Financial Planner (2)Name of Business: Bossier Financial Planning Address: 1024 Berkeley Hall Blvd Ste 201, Bluffton, SC, 29909-3100, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Conduct business as Bluffton Financial Planning and Bossier Financial Planning conducting business as RJFS ICD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-26
  • S66 Uniform Combined State Law Examination
    2013-07-26
Other Names
  • Nick O'COnnor Martin
  • Nicholas Martin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bluffton, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor