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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-25 |
Branch Locations
200 Pinner Weald Way Suite 102, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina | Greensboro | NC | 08/2018 | 05/2022 |
| Middle Creek High School | Apex | NC | 08/2014 | 06/2018 |
| Janney Montgomery Scott Llc | Columbia | SC | 06/2022 | 08/2023 |
| Edward Jones | Cary | NC | 09/2023 | 09/2024 |
| Raymond James Financial Services, Inc. | Cary | NC | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Cary | NC | 09/2024 | Present |
| Buckner Wealth Management Llc | Durham | NC | 09/2024 | Present |
| Four Corners Advisor Group | Durham | NC | 04/2023 | Present |
(1)Name of Business: Buckner Wealth Management LLC Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/25/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee, Financial Advisor (2)Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-owner, no responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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