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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klaussner Corporate Services, Inc. | Asheboro | NC | 07/2003 | 11/2019 |
| Wilson Realty Co | Davidson | NC | 01/2021 | Present |
| Superior School Of Real Estate | Asheboro | NC | 05/2020 | 10/2020 |
| Raymond James Financial Services Advisors, Inc. | Asheboro | NC | 05/2023 | Present |
| Klaussner Furniture Industries, Inc. | Asheboro | NC | 02/2017 | 06/2023 |
| Advisors Financial Center | Asheboro | NC | 05/2023 | Present |
(1) Name of Business: KHF Holdings, LLC Address: 748 Stoney Creek Dr., Asheboro, NC, 27205, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Vice President, Officer - Treasurer, Officer - Secretary Investment Related: Yes Start Date: 02/14/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist with winding down and disposal of assets on on issues related to a tax matter of Klaussner Furniture Industries, Inc. which the members of KHF severally indemnified for tax matters prior to the 2/15/17 sale date. Review and approve financial statements and tax returns prepared by outside accounting firm. Review and approve invoices from outside providers, generally accountants and attorneys. (2) Name of Business: Wilson Realty Co Address: 748 Stoney Creek Dr., Asheboro, NC, 27205, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Independent Contractor, Agent Investment Related: Yes Start Date: 12/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: assist clients in buying and selling real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
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