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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-06-30 |
Branch Locations
205 N Boundary Street, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Williamsburg | VA | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Williamsburg | VA | 06/2009 | Present |
| Legacy Financial Group, Llc | Williamsburg | VA | 06/2009 | Present |
(1)Name of Business: Legacy FInancial Group LLC Address: 411 Scotland Street, Williamsburg, VA, 23185, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/05/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company (2)Name of Business: Williamsburrg Community Foundation Address: 1323 Jamestown Rd #103, Williamsburg, VA, 23185, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 08/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer position to attend committee meetings and board meetings to review operating budget and get updates from outside investment managers & get updates from committee heads.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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