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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-02 |
| NC | RA | APPROVED | 2016-09-06 |
Branch Locations
100 North Main Street Suite 2400, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 01/2001 | 09/2016 |
| Raymond James & Associates, Inc. | Winston-Salem | NC | 09/2016 | Present |
(1)Name of Business: Address: 507 Westover Ave, Winston Salem, NC, 27104, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasional rental of second home in Wilmington, NC (2)Name of Business: 1126 Ford Street, Winston-Salem, NC 27103 Address: 507 Westover Ave, Winston Salem, NC, 27104, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cash purchase of rental property. Collect rents. Manage the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-02 |
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