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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-02-11 |
Branch Locations
5574-B Garden Village Way Suite 1, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Greensboro | NC | 07/2014 | Present |
| Bravo Italian Cuciha | Greensboro | NC | 08/2009 | Present |
| Raymond James Financial Services Advisors Inc | Greensboro | NC | 02/2015 | Present |
| Bravo Brio Restaurant Group | Greensboro | NC | 08/2011 | Present |
| Starboard Wealth Advisors | Greensboro | NC | 08/2021 | 08/2021 |
(1)Name of Business: Bravo Brio Restaurant Group Address: 3324 W Friendly Ave, Greensboro, NC, 27410, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2011 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bartender (2)Name of Business: Starboard Wealth Advisors Address: 5574-B Garden Village Way Ste 1, Greensboro, NC, 27410, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. Review accounts and financial plans with clients. Monitor portfolios. Conduct market research and marketing activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
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