Kristin Danielle Carleton

Current Employers

Employment History

• 10/2014 → 10/2019
  Towne Bank
  Richmond, VA
• 10/2014 → 10/2019
  Raymond James Financial Services
  Richmond, VA
• 02/2015 → 10/2019
  Raymond James Financial Services Advisors Inc.
  Richmond, VA
• 10/2019 → 04/2023
  James River Wealth Advisors
  Midlothian, VA
• 11/2019 → 04/2021
  Valmark Securities
  Midlothian, VA
• 04/2021 → 04/2023
  J. W. Cole Financial, Inc.
  Midlothian, VA
• 04/2023 → 10/2023
  Massmutual Life Insurance Company
  Henrico, VA
• 04/2023 → 10/2023
  Mml Investors Services Llc
  Henrico, VA
• 11/2023 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2023-05-09 → 2023-11-01
  Mml Investors Services, Llc
  Richmond, VA
  Lehi, UT
  Henrico, VA
• 2019-11-25 → 2023-05-02
  James River Asset Management, Llc
  Midlothian, VA
  Midlothian, VA
• 2015-02-11 → 2019-10-22
  Raymond James Financial Services Advisors, Inc
  Richmond, VA
  Glen Allen, VA
  Suffolk, VA

Other Businesses

1. Special Abilities Network - Investment related. 4108 E. Parham Road Richmond, VA 23228. Special Needs Planning. Agent/33.3% owner. Start date: 06/1/2023. This encompasses approximately 10% of business hours. 2. GRASP- Non-Investment related. 2821 EMERYWOOD PKWY SUITE 204 RICHMOND VA 23294. Board Member and Member of Finance Committee as well as Head of Disability Committee. Start date: 9/1/2022. This does not encompass any business hours. 3. All Needs Planning LLC. Investment related. 4108 E. Parham Road Richmond, VA 23228. Special Needs Planning, Financial Planning, Fixed Insurance and Fixed Annuity sales: 33.3% owner and CEO. START DATE: 1/2024. This encompasses approximately 50% of business hours. 4. Book Author - non-investment related. 9221 Forest Hill Avenue, Richmond, VA 23235. Royalties from book publishing 5. Commonwealth Savers Board - Non-Investment related. 9001 Arboretum Pkwy, North Chesterfield, VA 23236. Board Member and Member of Access and Affordability Committee. Start date: 9/11/2024. This does not encompass any business hours. 6. All Needs Learning Lab LLC - 9/2025 - present. Non- Investment related. 34% Owner and Manager. Online learning site. 9221 Forest Hill Avenue, Richmond, VA 23235. This does not encompass any business hours. 7. Paid Speaker - non-investment related. 9221 Forest Hill Avenue, Richmond, VA 23235. Occasionally engaged as a paid speaker. This does not encompass any business hours. 8. Carillon Academy - Vice President of the board - non-investment related. 9221 Forest Hill Avenue, Richmond, VA 23235. Establish the nonprofit and guide the homeschool through expansion. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-02
• S63 Uniform Securities Agent State Law Examination
  2008-03-27

Other Names

• Kristin Danielle Sakakini
• Kristin Danielle Klein
• Kristin Danielle Klein
• Kristin Danielle Sakakini
• Kristin Danielle Klein
• Kristin Danielle Carleton
• Kristin Carleton