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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 01/2015 | 11/2017 |
| First Citizens Bank | Raleigh | NC | 01/2015 | 11/2017 |
| Pnc Investments | Greenville | NC | 11/2017 | 08/2023 |
| Raymond James & Associates Inc. | Greenville | NC | 08/2023 | Present |
(1)Name of Business: Nashville Elementary School PTA Address: 1627 Blue Heron Drive, Nashville, NC, 27856, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Help create and help with the budget. I do not have signing authority on any bank accounts and do not carry any deposits to the bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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