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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-26 |
| NC | RA | APPROVED | 2023-10-25 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 10/2023 |
| Play It Again Sports | Cary | NC | 03/2022 | 05/2022 |
| The Dogwood Bar & Eatery | Raleigh | NC | 04/2021 | 01/2022 |
| Integrated Wealthcare | Durham | NC | 05/2021 | 08/2021 |
| Domino's Pizza | Durham | NC | 05/2020 | 02/2021 |
| Chris Van Goethem Landshaping | Rougemont | NC | 05/2019 | 08/2019 |
| Mullins' Lawn Care | Durham | NC | 05/2014 | 08/2018 |
| North Carolina State University | Raleigh | NC | 08/2018 | 05/2022 |
| Trinity School Of Durham And Chapel Hill | Durham | NC | 01/2012 | 05/2018 |
| Raymond James & Associates | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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