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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-03 |
Branch Locations
2828 Pickett Road Suite 100, Durham, NC 27705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Durham | NC | 04/2024 | Present |
| Belmont Abbey College | Belmont | NC | 01/2022 | 07/2024 |
| Biscuitville | Mebane | NC | 06/2022 | 07/2022 |
| Lowes Foods | Burlington | NC | 07/2022 | 07/2022 |
| Gardner-Webb University | Boiling Springs | NC | 08/2021 | 12/2021 |
| Homeschool | Mebane | NC | 11/2014 | 05/2020 |
| Alamance Christian School | Graham | NC | 08/2017 | 05/2021 |
| Alamance Community College | Graham | NC | 01/2020 | 05/2021 |
| Causey Financial Group | Durham | NC | 06/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Durham | NC | 02/2025 | Present |
| Four Corners Advisor Group | Durham | NC | 06/2024 | Present |
(1)Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I work with clients to help them achieve their financial goals. 1) Name of Business: Causey Financial Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advising (2) Name of Business: Four Corners Advisor Group Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/12/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I work with clients to help them achieve their financial goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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