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1001 Conference Drive Suite A, Greenville, NC 27858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-13 |
| NC | RA | APPROVED | 2021-06-28 |
Branch Locations
1001 Conference Drive Suite A, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenville | NC | 01/2011 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | Greenville | NC | 01/2011 | 06/2021 |
| H L Ormond & Company Llc | Greenville | NC | 06/2021 | Present |
| Taes2, Llc | Greenville | NC | 01/2015 | Present |
1). TAES2, LLC; Investment related; 1001 Conference Drive, Greenville, NC 27858; Real Estate Rental Property; Managing Member / Owner; Start Date: 1/1/2015; 1 Hour per month, 0 Hours per month during trading hours; Owner of office building. Rent space to self and tenant. 2). Independent Licensed Insurance Agent; Investment Related; Greenville, NC.; Insurance; Licensed Insurance Agent; Start Date: 1986; Less than 2 hours per year, less than 2 hours per year during trading hours; Used to renew/move clients' fixed annuities. 3). POA / Trustee; Investment Related; Greenville, NC.; POA/Trustee/Personal Representative for family members; Start Date: 5/23/2016; 4 Hour per month, 1 Hour per month during trading hours; POA and Health Care POA, Trustee, Executor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-14 |
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