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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-09 |
| NC | RA | APPROVED | 2015-12-02 |
Branch Locations
310 Bridge Street, Smithfield, NC 27577 • United States
3515 Glenwood Avenue Suite 200, Raleigh, NC 27612 • United States
Clayton, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Raleigh | NC | 12/2015 | Present |
(1)Name of Business: Address: 505 Atlantic Beach Causeway, Atlantic Beach, NC, 28512, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No daily responsibilities. I bought a commercial fishing boat. (2)Name of Business: Evap-Rite, Inc Address: 2005 Raccoon Run, Clayton, NC, 27527, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/23/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One third owner of water disaster mitigation equipment sales and leasing. (3)Name of Business: Pine Knoll Townes Phase 1 Address: 2005 Raccoon Run, Clayton, NC, 27527, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am President of the Board. There is a property management company that handles the day to day work. (4)Name of Business: Real Estate Rental Address: 273 Salter Path Rd, #23, Pine Knoll Shores, NC, 28512, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/02/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the owner of the property. I take rentals through Air BNB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-23 |
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