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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| VA | RA | APPROVED | 2021-08-25 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 03/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 08/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 08/2021 |
| Raymond James & Associates, Inc | Richmond | VA | 08/2021 | Present |
1.) WEST RICHMOND BUSINESSMENS ASSOC: START APPROX 9/15/15, NOT INVESTMENT RELATED, NOT PUBLICLY TRADED, 2415 WESTWOOD AVE STE B RICHMOND VA 23230, SOCIAL & NETWORKING GROUP OF BUSINESS PROFESSIONALS, MEMBER, 2-3 HRS PER MONTH, NOT DURING NORMAL BUSINESS HRS, NO COMP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-22 |
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