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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| VA | RA | APPROVED | 2009-12-04 |
Branch Locations
2101 Parks Avenue Suite 701, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Virginia Beach | VA | 12/2009 | Present |
| First Landing Financial | Virginia Beach | VA | 12/2009 | 12/2017 |
| Musician/Singer | Virginia Beach | VA | 02/2011 | Present |
| Raymond James Financial Services Advisors, Inc | Virginia Beach | VA | 12/2009 | Present |
| Virginia Beach United Methodist Church | Virginia Beach | VA | 01/2013 | 06/2017 |
(1)Name of Business: Beach Nest Airbnb Address: 501 Carolina Ave, Virginia Beach, VA, 23451, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/21/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I live a few blocks from the Virginia Beach oceanfront. On the back of our property is a small one bedroom apartment (ie converted detached gararge) that we rent out primarily in the Summer months using Airbnb's services. We both manage this (2)Name of Business: Cape Henry Private Wealth Group Address: 2101 Parks Ave Ste 701, Virginia Beach, VA, 23451, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Branch Manager, Owner (3)Name of Business: Cape Henry Wealth Management Address: 2101 Parks Ave Ste 805, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/28/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is a DBA name request only. Same responsibilities as Cape Henry Private Wealth Group... financial advising for Raymond James branch clients etc. Currently working with Marketing and Web design. Will update stationary and website etc to this new name at some point.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-30 |
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