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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-20 |
Branch Locations
101 Autumn Hall Drive Suite 220, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Wilmington | NC | 01/2013 | 03/2021 |
| Truist Investment Services, Inc. | Wilmington | NC | 02/2021 | 05/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 05/2021 |
| Raymond James & Associates Inc. | Wilmington | NC | 05/2021 | Present |
(1)Name of Business: Adam Latta Fund Address: 3301 Wrightsville Ave., Wilmington, NC, 28403, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review the activities of the Methodist Associations Portfolio and plan for the distribution of a small stipend for the retired ministers of the three churches that are beneficiaries of the fund.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-05-29 |
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