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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-19 |
| VA | RA | APPROVED | 2021-04-23 |
Branch Locations
11820 Fountain Way Suite 100, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Newport News | VA | 10/2016 | 04/2021 |
| Intelledox Inc. | Mckinney | TX | 04/2015 | 10/2016 |
| Raymond James Financial Services Advisors, Inc. | Newport News | VA | 04/2021 | Present |
| Raymond James Financial Services, Inc. | Newport News | VA | 04/2021 | Present |
1) Name of Business: Heyman Investment Group Address: 11820 Fountain Way Ste 100, Newport News, VA, 23606, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner / Financial Advisor (2) Name of Business: Heyman Oyster Company Address: 494 Menchville Rd S, Newpot News, VA, 23606, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a 25% interest in James River Holdings. (3) Name of Business: JKLM Properties Address: 2401 William Styron Sq S, Newport News, VA, 23606, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At one time this LLC owned a commercial property and when active would pay fishermen to seed and sell harvested oysters off our privately leased grounds. We reported the harvested oysters to VMRC (Virginia Marine Resource Commission). Currently the LLC sits idle as the holding company for the ground leases, but they are not actively being worked. (4) Name of Business: The Melville Condominium Association, Inc Address: 2401 William Styron Sq S, Newport News, VA, 23606, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voting board member of the condo I live in as my primary residence. I do not hold a title seat only "member at large".
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-19 |
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