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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-18 |
| VA | RA | APPROVED | 2014-03-05 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Virginia Beach | VA | 03/2014 | Present |
(1)Name of Business: Whitfield Rental Property Address: 1829 Eden Way, Virginia Beach, VA, 23454, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2015 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 handle the collecting of rent and maintaining the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-01 |
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