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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-04-28 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 10/2014 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2022 |
| Raymond James & Associates, Inc, | Richmond | VA | 04/2022 | Present |
HATHAWAY PROPERTIES, LLC POSITION: Trustee NATURE: This is a GRAT set up by my father in relation to a rental property in Charlottesville, Va. Listed as a trustee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2012 ADDRESS: 6427 Handy Lane, Richmond VA 23226 ST. JOSEPH'S VILLA POSITION: Board Member NATURE: This is a non profit that works with families to create a bridge between school, home, and community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2019 ADDRESS: 8000 Brook Rd, Richmond VA 23227
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
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