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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 06/2009 | Present |
| Legacy Financial Group | Williamsburg | VA | 07/2012 | Present |
| Raymond James Financial Services Advisors, Inc. | Williamsburg | VA | 06/2009 | Present |
(1)Name of Business: Legacy Financial Group Address: 411 Scotland Street Williamsburg, VA, Williamsburg, VA, 23185, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: St Martin Episcopal Church Address: 1333 Jamestown Road , Williamsburg , VA, 23185, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 01/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will serve on Endowment Investment Committee. This is a sub-committee to the churches Finance Committee. Role is to help provide guidance on the churches endowment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-13 |
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