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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-06 |
| VA | RA | APPROVED | 2019-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Bristol | VA | 09/2015 | 10/2019 |
| Raymond James Financial Services, Inc. | Bristol | VA | 10/2019 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Bristol | VA | 10/2019 | Present |
| Trinitas Wealth Managment | Bristol | VA | 10/2019 | Present |
(1)Name of Business: Address: 125 Walling Rd, Bristol, VA, 24201-1844, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/07/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance agent (2)Name of Business: Trinitas Building, LLC Address: 125 Walling Rd, Bristol, VA, 24201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the office building that we use to operate our advisory business. (3)Name of Business: Trinitas Wealth Management Address: 125 Walling Rd, Bristol, VA, 24201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/07/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of the company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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