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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-06-16
  • NC RA
    APPROVED
    Since 2016-06-16

Branch Locations

206 South Market Street, Madison, NC 27025 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Madison NC 06/2016 Present
Living Stone Wealth Management Madison NC 06/2016 Present
Raymond James Financial Services Advisors Inc. Madison NC 06/2016 Present
William Michelle Llc Madison NC 03/2021 Present
  • 06/2016 → Present
    Raymond James Financial Services, Inc.
    Madison, NC
  • 06/2016 → Present
    Living Stone Wealth Management
    Madison, NC
  • 06/2016 → Present
    Madison, NC
  • 03/2021 → Present
    William Michelle Llc
    Madison, NC
Previous Registrations
  • 2011-01-04 → 2016-04-25
    Madison, NC
    St Louis, MO
Other Businesses

(1)Name of Business: Living Stone Wealth Management Address: 206 S Market St, Madison, NC, 27025, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/10/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Member- Financial Advisor/ Branch Operations Manager (2)Name of Business: William Michelle LLC Address: 206 South Market Street, Madison, NC, 27025, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/18/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is simply an LLC to accept 1099 from Raymond James. (3) Name of Business: Declaration Worship Address: 3802 Deerwood Acres , Summerfield, NC, 27358, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a music group that will make music that will receive royalties, rights and project sales. We will do some concerts at venues and churches

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-30
  • S66 Uniform Combined State Law Examination
    2010-12-30
Other Names
  • Justin William Smith

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