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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-01-25
VA RA APPROVED 2009-06-30
  • TX RA
    APPROVED
    Since 2016-01-25
  • VA RA
    APPROVED
    Since 2009-06-30

Branch Locations

411 Scotland Street, Williamsburg, VA 23185 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Williamsburg VA 06/2009 Present
Raymond James Financial Services Advisors, Inc Williamsburg VA 06/2009 Present
Legacy Financial Group, Llc Williamsburg VA 02/2010 Present
Previous Registrations
  • 2009-06-01 → 2009-06-16
    Williamsburg, VA
  • 2006-02-21 → 2009-06-01
    New York, NY
    Williamsburg, VA
    New York, NY
    Williamsburg, VA
  • 2000-04-20 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Williamsburg, VA
Other Businesses

(1)Name of Business: Clay Properties/ Holdings LLC Address: 10210 Sycamore Landing rd, williamsburg, VA, 23188, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/04/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own multiple rental properties - single family (2)Name of Business: Drometer Trust Share Accounts Address: 411 Scotland St, Williamsburg, VA, 23185-3623, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Income distribution (3)Name of Business: Lawson House LLC Address: 411 Scotland St, Williamsburg, VA, 23185, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/30/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage/own one, self occupied commercial office building (4)Name of Business: Legacy Financial group Address: 411 Scotland St, Williamsburg, VA, 23185, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/06/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support company (5)Name of Business: United Way of Greater Peninsula Address: 101 York Crossing Road, Yorktown, VA, 23692, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 05/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executive Board Member and member of Finance Committee. Analyze financials and advise to full board.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-02-03
  • S66 Uniform Combined State Law Examination
    1998-02-03
Designations

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