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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-16 |
Branch Locations
601 South Harbour Island Blvd Suite 109, Tampa, FL 33602 • United States
1540 International Parkway Suite 2000, Lake Mary, FL 32746 • United States
Sanford, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Apopka | FL | 08/2016 | 07/2018 |
| Raymond James Financial Services Advisors Inc. | Apopka | FL | 08/2016 | 07/2018 |
| Cantella & Co., Inc. | Boston | MA | 08/2018 | 12/2022 |
| Capitol Securities Management, Inc. | Lake Mary | FL | 12/2022 | Present |
1) Name of Business: Waterstone Church, Inc Investment-related: Address: 900 North Street Longwood, FL 32750 Nature of OBA: Serve in several volunteer capacitites with church. Legal President and serve on the stewardship committee Position, title, or relationship with OBA: President, member of Stewardship Committee Start date: 12/8/22 Approx # of hours/month you devote to OBA: 1 Approx # of hours/month you devote to OBA during trading hours: 0 Duties: in President role, limited to executing legal documents that require signature on behalf of the church. In Stewardship role, oversee church budgets and financial reporting 2) Doing Business As: Nordmann Wealth Management, Inc Investment-related: Yes Address: 1540 International Parkway Suite 2000 Lake Mary, FL 32746
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-12 |
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