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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-29 |
Branch Locations
125 Walling Rd, Bristol, VA 24201 • United States
Marion, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albano & Associates, Plc | Marion | VA | 01/1994 | 01/2019 |
| Verus Financial Partners | Richmond | VA | 05/2012 | 08/2022 |
| Raymond James Financial Services Advisors, Inc. | Marion | VA | 09/2022 | Present |
| Lawhorn Cpa Group | Marion | VA | 01/2019 | 12/2023 |
| Proffitt And Associates | Marion | VA | 02/2026 | Present |
(1)Name of Business: J. Michael Albano CPA Address: 228 Robinhood Drive, Marion, VA, 24354, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Prepare tax returns and assist with accounting (2)Name of Business: Trinitas Wealth Management Address: 228 ROBINHOOD DR, MARION, VA, 24354, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Relationship management and financial management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-14 |
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