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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-05-01 |
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 |
|---|---|---|---|---|
| Carter Terry & Co Inc | Atlanta | GA | 12/2013 | 12/2018 |
| Raymond James & Associates, Inc. | Richmond | VA | 04/2019 | Present |
| Hot Yoga Mv | Edgartown | MA | 03/2017 | 03/2019 |
(1)Name of Business: Address: 7627 Hollins Road, Henrico, VA, 23229, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Our rental property is now done through Airbnb and we manage it ourselves (2)Name of Business: Hot Yoga Barre Address: 1601 Willow Lawn Drive, Richmond, VA, 23230, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Yoga teacher
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-19 |
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