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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Elloree | SC | 05/2014 | 09/2025 |
| Raymond James Financial Services, Inc. | Pawleys Island | SC | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Pawleys Island | SC | 09/2025 | Present |
(1)Name of Business: Five Rivers Properties LLC Address: 104 Aspen Loop, Pawleys Island, SC, 29585, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/06/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I jointly own a single family house as rental property. (2)Name of Business: Signature Wealth Strategies Address: 159 Library Ln, Pawleys Island, SC, 29585, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/26/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Wealth Advisor (3)Name of Business: Temple Beth Elohim Address: 230 Screven St., Georgetown , SC, 29440, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member. Attend regular board meetings and provide input and vote on matters brought before the board. (4)Name of Business: The Georgetown, SC Lions Club Address: 1926 S Island Rd, Georgetown, SC, 29440 , United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Director/Board Member. Attend Director meetings and discuss and vote on issues brought before the Chapter Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
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