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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-16 |
| TX | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burlington | NC | 09/2011 | 04/2026 |
| Raymond James Financial Services Inc. | Burlington | NC | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | NC | 04/2026 | Present |
(1)Name of Business: Address: 3930 N NC Highway 62, Burlington, NC, 27217, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/30/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own 26 acres of timber, that is in deferred county tax as a timber farm. I have no income from this ownership. The only potential income could be if timber is harvested at some point in the future.\n (2)Name of Business: Chaulklin Clayton Financial Address: 1211 S Main St, Burlington , NC, 27215, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/16/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: What is your role in relation to this activity? Owner\n\nWill need to set up a corporate structure to fund payroll and benefits to employees and pay monthly bills.\n (3)Name of Business: Midland National Address: 1211 S Main St, Burlington , FL, 27215, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed annuity contracts from an old insurance company that I have only to service the accounts. No new business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
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