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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gastonia | NC | 08/2024 | Present |
| Preservation Specialists | Columbia | SC | 05/2023 | 08/2023 |
| Ameriprise Financial | Clemson | SC | 08/2023 | 12/2023 |
| River Bluff High School | Lexington | SC | 08/2016 | 05/2020 |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| Arkadios Capital | Atlanta | GA | 05/2023 | 08/2023 |
| Bluestone Financial | Gastonia | NC | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Gastonia | NC | 02/2025 | Present |
| Bluestone Financial Advisors | Gastonia | NC | 08/2024 | Present |
(1)Name of Business: Bluestone Financial Advisors Address: 3270A Robinwood Rd, Gastonia, NC, 28054-6687, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am a junior advisor working under the owner Chris Pridnia. I mainly work internally on enhancing the client service model as well as discovering new business efficiencies. (2)Name of Business: Rotary Club of Gastonia Address: 145 Dr MLK Jr Way, Gastonia, NC, 28052, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 03/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Specific title: Assistant Treasurer \nDuties: Signing authority on account and aid in due collection (3)Name of Business: USSF Officals Address: 1520 Clanton Road, Charlotte, NC, 28208, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 02/10/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I officiate youth soccer for various leagues in SC and NC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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