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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2014 | 09/2018 |
| Lpl Financial Llc | Burlington | NC | 09/2018 | 04/2026 |
| Raymond James Financial Services, Inc. | Burlington | NC | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Burlington | NC | 04/2026 | Present |
(1)Name of Business: Anchor Wealth Management Address: 2971 Crouse Ln, Burlington , FL, 27215, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/18/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor that helps clients through financial planning and investment management. I build investment models and maintain the allocations. All according to the risk profile of each client.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-07 |
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