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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-07-15 |
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
2828 Pickett Rd., Ste. 100, Durham, NC 27705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Winston-Salem | NC | 04/2006 | 07/2022 |
| Raymond James Financial Services, Inc. | Durham | NC | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Durham | NC | 07/2022 | Present |
| Concurrent Advisors | Durham | NC | 07/2022 | 03/2023 |
(1)Name of Business: CEW4,LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor under RJFS Wealth management (2)Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/08/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am co-owner of an LLC which was created as an overarching entity to recruit advisors to affiliate with our branch (3)Name of Business: WFF, LLC Address: 318 Oxfordshire Ln, Chapel Hill , NC, 27517, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC to hold land (4)Name of Business: Williamson Private Wealth Management Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA under RJFS private wealth management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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