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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
| VA | RA | APPROVED | 2024-04-01 |
Branch Locations
150 Liberty Street Sw Suite 200, Leesburg, VA 20175 • United States
Middleburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fairfax | VA | 01/2000 | Present |
| Accordant Advisory Group, Inc. | Leesburg | VA | 06/2013 | 04/2024 |
| Raymond James Financial Services Advisors, Inc. | Fairfax | VA | 04/2024 | Present |
(1)Name of Business: Goose Creek Strategies, LLC Address: 201 Loudoun Street SE Ste 100, Leesburg, VA, 20175-3118, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/31/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 100% owner of holding company that receives Raymond James branch payout (2)Name of Business: Middleburg Hunt Address: 22845 Middleburg Hunt Ln, Middleburg, VA, 20117, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executive Board Member as Treasurer. Board members are referred to a as "Governor" for and the Board is referred to as the Board of Governors.The role of treasurer does not involve banking or financial transactions. It is to quarterly review the books and report semi-annually the financial health of the org to the board and the review and audit of bills / invoices. (3)Name of Business: Pleasant Springs, LLC Address: 22418 Oatlands Road, Aldie, VA, 20105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: An investment property/ home. Maintenance of property and building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-20 |
| S66 | Uniform Combined State Law Examination | 2001-01-15 |
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