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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
| NC | RA | APPROVED | 2021-12-14 |
Branch Locations
175 Regency Woods Pl Suite 450, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary | NC | 11/2013 | Present |
| Bank Of America, N.A. | Cary | NC | 05/2014 | Present |
| Raymond James & Associates, Inc | Cary | NC | 12/2021 | Present |
(1)Name of Business: Primed Properties, LLC Address: 2829 Mary Marvin Trail, Fuquay Varina, NC, 27526, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/13/2022 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 have not activities or responsibilities with this business. It exists in name only and is not actively conducting business. (2)Name of Business: Whole Home, LLC Address: 2829 Mary Marvin Trail, Fuquay Varina, NC, 27526, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/21/2022 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 have not activities or responsibilities with this business. It exists in name only and is not actively conducting business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-21 |
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