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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc. | Charlotte | NC | 07/2014 | 12/2017 |
| Adp Inc. | Charlotte | NC | 04/2011 | 12/2017 |
| Adp Broker-Dealer, Inc. | Charlotte | NC | 02/2019 | 02/2020 |
| Adp Llc | Charlotte | NC | 02/2019 | 02/2020 |
| Dxc (Tribridge) | Tyson | VA | 12/2017 | 02/2019 |
| Edward Jones | Charlotte | NC | 02/2020 | 01/2026 |
| Raymond James Financial Services, Inc. | Charlotte | NC | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlotte | NC | 01/2026 | Present |
(1)Name of Business: Address: 8346 Meadow Lakes Dr, Charlotte, NC, 28210, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We rent a condo and I will help find renters and with upkeep. (2)Name of Business: Address: 8346 Meadow Lakes Drive, Charlotte, NC, 28210, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 04/13/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: St Giles Presbyterian Church Address: 1330 Carlton Ave, Charlotte, NC, 28203, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight into the churches operating budget and expenditure process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-16 |
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