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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-22 |
| NC | RA | APPROVED | 2021-05-26 |
Branch Locations
60 N Market St Suite 101, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville | NC | 04/2017 | 05/2021 |
| Champion Hiils Club | Hendersonville | NC | 03/2007 | 04/2017 |
| Bank Of America, N.A. | Ashville | NC | 07/2017 | 05/2021 |
| Raymond James & Associates, Inc | Asheville | NC | 05/2021 | Present |
I*127587 For profit or not for profit: Non-Profit Organization Name of outside business organization: Serve to LEAD Investment related: N Address of business: Asheville, North Carolina 28802 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 11/19/2019 Number of hours devoted: 120 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: General Board Membership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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