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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| NC | RA | APPROVED | 2017-08-01 |
Branch Locations
204 Malloy Street Suite B, Goldsboro, NC 27534 • United States
4140 Parklake Avenue Glenlake One, Suite 300, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Goldsboro | NC | 07/2003 | 08/2017 |
| Dixon Wells | Charlotte | NC | 08/2003 | 08/2017 |
| Goldsboro Securities, Llc | Goldsboro | NC | 06/2006 | 08/2017 |
| Raymond James Financial Services Advisors, Inc | Goldsboro | NC | 01/2009 | 08/2017 |
| Janney Montgomery Scott Llc | Goldsboro | NC | 08/2017 | Present |
1. Forest Knolls Properties, LLC, Goldsboro, North Carolina; Not Investment Related; 50% Owner of LLC; Nature: LLC holding rental properties; Duties: Handle bookkeeping and taxes - other owner handles all aspects of rent collection and repairs. Both are authorized signers on the checking account. Devotes 3 hrs/month. 2. Saint Paul Methodist Church of Goldsboro, NC. Chairman of Leadership Committee (07/2016) - responsible for the long-term vision of the church. Not compensated, not investment related, 3 hours/month. 3. Saint Paul Methodist Church of Goldsboro, NC. Chairman, Church Council, (01/2026); Endowment Committee; Shepard's Committee - leading the council in fulfilling its responsibilities. Not investment related, not compensated, 3 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-11 |
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