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6101 Carnegie Blvd. Suite 550, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-17 |
| NC | RA | APPROVED | 2021-09-30 |
Branch Locations
6101 Carnegie Blvd. Suite 550, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Charlotte | NC | 09/1991 | 04/2019 |
| Raymond James Financial Services Advisors, Inc | Charlotte | NC | 01/2009 | 04/2019 |
| Bailey Retirement Partners | Charlotte | NC | 10/1991 | 04/2019 |
| Rental Real Estate | Charlotte | NC | 10/2008 | 07/2018 |
| Non-Variable Insurance | Charlotte | NC | 11/2005 | 04/2019 |
| Carroll Financial Associates Inc. | Charlotte | NC | 04/2019 | 09/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2019 | 09/2021 |
| Muirfield Wealth Advisors Llc | Charlotte | NC | 09/2021 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-28 |
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