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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-16 |
| VA | RA | APPROVED | 2019-07-18 |
Branch Locations
150 W. Main Street Suite 1800, Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 10/2009 | 07/2019 |
| Bank Of America,N.A. | Norfolk | VA | 06/2011 | 07/2019 |
| Raymond James & Associates, Inc. | Virginia Beach | VA | 07/2019 | Present |
(1)Name of Business: Address: 303 Brooke Avenue # 101, Norfok, VA, 23510, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: make sure HOA fees are paid nad work with a rental program partner to keep it rented (2)Name of Business: Pier Pointe Board of Directors Address: 303 Brooke Avenue\n# 101, Norfolk, VA, 23510, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 09/17/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: meet to discuss decisions that have to be made for the residents of my condominium complex. (3)Name of Business: Town Point Club Address: 101 West Main Street Suite 300, Norfolk, VA, 23510, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 06/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: attend board meetings, approve budgets, amendments, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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