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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED_RES | 2021-12-06 |
Branch Locations
1400 Crescent Green Drive Suite 211, Cary, NC 27518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Raleigh | NC | 12/2014 | 12/2021 |
| Raymond James Financial Services, Inc. | Cary | NC | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Cary | NC | 12/2021 | Present |
(1)Name of Business: Caroline Sinclair Wealth Partners, LLC Address: 1400 Crescent Green, Suite 211, Cary, NC, 27518, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours:41+Description of duties: Owner, Financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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