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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| VA | RA | APPROVED | 2023-01-17 |
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 |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Richmond | VA | 11/2001 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 01/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2023 |
| Raymond James & Associates | Richmond | VA | 01/2023 | Present |
| Wootton Investments, Llc | Richmond | VA | 06/2012 | Present |
(1)Name of Business: Camp River's Bend, LLC Address: 1330 Nimrod Dr., Millboro, VA, 24460, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 04/28/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (1)Name of Business: Camp River's Bend, LLC Address: 1330 Nimrod Dr., Millboro, VA, 24460, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: No Start Date: 04/28/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: The John Lewis Mottley Cemetery Corporation Address: 321 Greenway Ln, Richmond, VA, 23226, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Director, Officer - Secretary Investment Related: Yes Start Date: 03/15/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive Donations, deposit into account, invest funds, pay expenses of the corporation, conduct annual meetings, maintain the family cemetery in Amelia county. (3)Name of Business: Wootton Investments, LLC Address: 321 Greenway Ln, Richmond, VA, 23226, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 06/21/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My two sisters and I are equal "members" of Wootton Investments, LLC. This LLC was formed to receive and own real estate in Louisa County and an investment account to own investments to produce income to pay real estate taxes and accounting and other bills from time to time. This was estate planning that my parents did with their estate attorney.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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