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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-07-06 |
Branch Locations
61 North Merrimon Avenue Suite 113, Asheville, NC 28804 • United States
Clyde, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Asheville | NC | 09/2013 | 07/2018 |
| Raymond James Financial Services, Inc. | Asheville | NC | 07/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Asheville | NC | 07/2018 | Present |
| Elk Mountain Wealth Partners | Asheville | NC | 07/2018 | Present |
(1) Name of Business: Doc Graham Farm LLC Address: 74 North Fork Dr, Clyde, NC, 28721, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member Manager (2) Name of Business: Elk Mountain Wealth Partners Address: 61 N Merrimon Ave Unit 113, Asheville, NC, 28804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/05/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Client Associate (3) Name of Business: J Creek Custom Meats, LLC Address: 74 North Fork Dr., Clyde, NC, 28721, United States Activity Type: Agriculture/Farming Position/Title: Officer - CEO, Owner/Proprietor Investment Related: No Start Date: 01/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of an agriculture based business. Will be responsible for helping manage business and business related duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-15 |
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