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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| NC | RA | APPROVED | 2018-01-23 |
Branch Locations
430 Jake Alexander Blvd West, Salisbury, NC 28147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Salisbury | NC | 10/2017 | Present |
| Nascar, Inc. | Charlotte | NC | 02/2012 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Salisbury | NC | 01/2018 | Present |
| South Rowan High School | China Grove | NC | 02/2018 | Present |
(1) Name of Business: Culbert Wealth Management LLC Address: 430 Jake Alexander Blvd W, Salisbury, NC, 28147, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/02/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President and oversight (2) Name of Business: Mag, Oak & Fin Address: 100 Noble Court, China Grove, NC, 28023, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner with joint oversight of all business activities. (3) Name of Business: NC Skeet Shooters Association Address: 100 Noble Court, China Grove, NC, 28023, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee business operations for a small organization that runs two skeet events for the state of NC each year, including a junior/youth event. (4) Name of Business: Queen of the Grove Address: 100 Noble Court, China Grove, NC, 28023, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Harvest and Farming
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
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