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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-09 |
| VA | RA | APPROVED | 2020-03-09 |
Branch Locations
1800 Diagonal Road Suite 555, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Mclean | VA | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 03/2020 |
| Raymond James Financial Services, Inc. | Alexandria | VA | 03/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Alexandria | VA | 03/2020 | Present |
Name of Business : Goetzman Nau Financial Partners, LLC Address: Alexandria, VA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 03/09/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Director of Operations, Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-20 |
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