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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-25 |
| VA | RA | APPROVED | 2009-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-03 |
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