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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
| NC | RA | APPROVED | 2025-10-21 |
Branch Locations
822 S White St Ste 101 Nc, Usa,, Wake Forest, NC 27587 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 10/2025 |
| Electel Cooperative Fcu | Raleigh | NC | 12/2003 | 12/2017 |
| Raymond James Financial Services Inc. | Wake Forest | NC | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Wake Forest | NC | 10/2025 | Present |
(1) Name of Business: Daniels Financial Partners Address: 822 S. White Street, Wake Forest, NC, 27587, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of Daniels Financial Partners. An independent financial advisor with Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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