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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-08-14 |
Branch Locations
2300 Wilson Blvd Suite 700, Arlington, VA 22201 • United States
Bumpass, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Mark Financial Ink | Arlington | VA | 06/2014 | 01/2023 |
| Raymond James Financial Services,Inc | Arlington | VA | 05/2015 | Present |
| Ews Financial Services | Arlington | VA | 06/2014 | 12/2022 |
| Raymond James Financial Services Advisors Inc. | Arlington | VA | 08/2014 | Present |
| Young Living | Reston | VA | 07/2016 | Present |
| Juice Plus - Nsa | Reston | VA | 10/2015 | 05/2019 |
| Aetna | Arlington | VA | 04/2018 | 07/2020 |
| United Health Care | Arlinton | VA | 04/2018 | 06/2020 |
| Wealthmark Financial Services | Arlington | VA | 06/2014 | 01/2023 |
(1)Name of Business: Young Living Address: 363 High Bank Dr , Bumpass, VA, 23024, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell essential oils and educate friends and family on essential oil use. (2) Name of Business: Case Study LLC Address: 363 High Bank Dr, Bumpass, VA, 23024, United States Activity Type: Support Co - Owner Position/Title: Partner Investment Related: No Start Date: 05/26/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my support company that I use to hire my assistant. And for me and my husband's 1099 income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-11 |
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