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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| VA | RA | APPROVED | 2023-08-17 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • 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 |
|---|---|---|---|---|
| Truist Financial | Virginia Beach | VA | 02/2005 | 05/2023 |
| Raymond James & Associates, Inc. | Viriginia Beach | VA | 06/2023 | Present |
Named as a Trustee for the irrevocable life insurance trust for my wife's aunt and uncle Policy start date was 3-1-2016 hours/month devoted to this is zero duties as of now include signing paperwork annually and transferring the annual payment for the policy from Truist bank to Penn Mutual the policy is with Penn Mutual Life Insurance Company, 06/15/2013 - Beach FC, Virginia Beach, VA, youth soccer organization, Board Member, attend Board Meetings, 1 hr per month 06/01/2015 - Hampton Roads Soccer Complex, Board Member, attend Board Meetings, 1 hr per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-29 |
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