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1209 Independence Boulevard Suite 106, Virginia Beach, VA 23455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2021-10-12 |
| VA | RA | APPROVED | 2015-11-19 |
| TX | RA | APPROVED_RES | 2015-11-04 |
Branch Locations
1209 Independence Boulevard Suite 106, Virginia Beach, VA 23455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayside Financial Group Inc. | Virginia Beach | VA | 03/2012 | Present |
| Raymond James Insurance Group, Inc. | Virginia Beach | VA | 03/2012 | Present |
| Forefront Asset Management, Llc | Virginia Beach | VA | 07/2015 | Present |
1. BAYSIDE FINANCIAL GROUP INC - VIRGINIA BEACH, VA - 03/2012 TO PRESENT - SUPPORT COMPANY/DBA (OWNER) - PRESIDENT - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - INVESTMENT-RELATED 2. Raymond James Insurance Group, Inc. - VIRGINIA BEACH, VA. 01/2013 TO PRESENT. INVESTMENT-RELATED. AGENT. NON-VARIABLE LIFE INSURANCE. SELL NON-VARIABLE LIFE INSURANCE. 4 HOURS WEEKLY, 4 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-17 |
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