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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tonya's Cookies | Chapel Hill | NC | 09/2022 | 12/2022 |
| Monkee's Of Chapel Hill | Chapel Hill | NC | 03/2021 | 05/2023 |
| Hall Private Wealth Advisors | Charlotte | NC | 11/2022 | 03/2023 |
| Fidelity Investments | Durham | NC | 05/2023 | 05/2024 |
| Nanny By Design | Greensboro | NC | 03/2021 | 01/2022 |
| Canterbury School | Greensboro | NC | 01/2013 | 09/2016 |
| Greensboro Day School | Greensboro | NC | 09/2016 | 06/2020 |
| University Of North Carolina - Chapel Hill | Chapel Hill | NC | 08/2020 | 05/2023 |
| Raymond James Financial Services, Inc. | Cary | NC | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Cary | NC | 08/2024 | Present |
(1)Name of Business: StillGreen Partners, LLC Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: StillGreen Partners, LLC is a holding that owns Stonegate Financial. (2)Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/31/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FInancial Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-04 |
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