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100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-04 |
Branch Locations
100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Greenville | NC | 04/2014 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 06/2019 | 02/2020 |
| Magic Ears | Haw River | NC | 07/2018 | 01/2021 |
| Raymond James Financial Services, Inc. | Chapel Hill | NC | 03/2020 | Present |
| Unemployed | Haw River | NC | 05/2018 | 07/2018 |
| Phoenix Wealth Advisors | Chapel Hill | NC | 03/2020 | Present |
(1)Name of Business: Phoenix Wealth Advisors Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517-2395, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Planning Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-20 |
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