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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
1953 Gallows Road Suite 110, Vienna, VA 22182 • 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 Financial Services | Vienna | VA | 07/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Vienna | VA | 01/2009 | Present |
| Public Partnerships, Llc | Arlington | VA | 04/2018 | 10/2023 |
| Defense Contract Audit Agency | Arlington | VA | 06/2020 | Present |
(1)Name of Business: Theresa Waddell, CPA Address: 5109 Little Falls Rd, Arlington, VA, 22207, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1998 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: tax preparation & filing primarily occurs during the months of February - May (2)Name of Business: Waddell Group Address: 1953 Gallows Rd Ste 110, Vienna, VA, 22182, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I provide development and operations support as needed and I am not compensated via a salary or W-2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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