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3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
Branch Locations
3110 Edwards Mill Road Suite 340, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Raleigh | NC | 05/2011 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Raleigh | NC | 06/2011 | 10/2017 |
| Ami Enterprises | Raleigh | NC | 12/2011 | Present |
| Olde Raleigh Financial | Raleigh | NC | 06/2011 | Present |
| Ami Inc | Raleigh | NC | 06/2011 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 10/2017 | 06/2026 |
1) PEST & TERMITE CONSULTANTS, LLC.: 4309 CEDAR OAK WYND RALEIGH NC/ PEST CONTROL BUSINESS PART OWNER/PEST CONTROL BUSINESS/NOT INVESTMENT RELATED/3/2013 TO PRESENT/ 0 HRS PER MO DEVOTED, 0 HRS PER MO DURING TRADING/ OWNING 50% OF LLC THAT CONTAINS A COMMERCIAL BUILDING LEASED TO PEST AND TERMITE CONSULTANTS. 2) AMI INC.: RALEIGH NC, OWNER, SUPPORT COMPANY FOR FINANCIAL SERVICES PRACTICE, SINCE 06/01/2011. 0 HRS PER MO DEVOTED, 0 HRS PER MO DURING TRADING; NOT INVESTMENT RELATED. 3) OLDE RALEIGH FINANCIAL: RALEIGH, NC, PERSONAL/PRIVATE INVESTMENT, NON-INVESTMENT RELATED PROPRIETOR/OWNER,06/2011 TO PRESENT, 8 HOURS/MONTH, 2 HOURS DURING TRADING. 4) INDEPENDENT INSURANCE AGENT SINCE 11/2004. LIFE AND NON-VARIABLE ANNUITY INSURANCE SALES THROUGH VARIOUS INSURANCE CARRIERS. APPROXIMATELY 10 HOURS PER MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 5) AMIRP LLC: MANAGER/OWNER OF RENTAL PROPERTY SINCE 06/2021. DUTIES INCLUDE MANAGING LONG-TERM LEASE. TIME SPENT LESS THAN 2 HOURS/MONTH ON THIS ACTIVITY, 0 DURING TRADING HOURS; NOT INVESTMENT RELATED. 6) EVERVAC: CO-OWNER OF INDUSTRIAL EQUIPMENT SALES BUSINESS SINCE 08/2022. TIME SPENT LESS THAN 2 HOURS/MONTH ON THIS ACTIVITY, 0 DURING TRADING HOURS; NOT INVESTMENT RELATED. 7) WILKEY SERVICES: PART OWNER OF PEST CONTROL BUSINESS IN SC SINCE 01/2024, ADVISOR IN OPERATIONS; NOT INVESTMENT RELATED. TIME SPENT APPROX. 3 HRS PER MONTH, NONE DURING TRADING HOURS. 8) BULLS AND BEARS INVESTMENT SOCIETY: INVESTMENT CLUB MEMBER SINCE 01/2023. TIME SPENT: 3 HOURS PER MONTH, NONE DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 9) WAKE COUNTY SPCA, BOARD MEMBER OF LOCAL SPCA, 08/2025, 200 PETFINDER LN RALEIGH NC 27603, NOT INVESTMENT RELATED. 10) VOLCAN MATERIALS, PASSIVE INVESTMENT, 09/21/2023, 696 GREYSTONE RD HENDERSON NC 27537.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-10 |
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