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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Norfolk | VA | 04/2014 | 09/2025 |
| Raymond James & Associates Inc. | Virginia Beach | VA | 09/2025 | Present |
Financial Planning Association of Hampton Roads / P.O Box 68031 Virginia Beach,Virginia 23471 / Association (i.e., Trade or Industry, Sport...)/ Financial (Consumer & Investment Services) / Director of Programs / Member of Board of Directors / / Help plan speakers for monthly meetings / Start Date 2/10/16 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-08 |
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