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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-06 |
| VA | RA | APPROVED | 2020-08-06 |
Branch Locations
13925 Coalfield Commons Place Suite 101, Midlothian, VA 23114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Midlothian | VA | 01/2009 | Present |
| The Pinnacle Group | Midlothian | VA | 11/2004 | 12/2020 |
| Mahler Capital Management, Inc. | Midlothian | VA | 11/2004 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Richmond | VA | 08/2020 | Present |
| Z3 Capital Partners | Midlothian | VA | 12/2020 | 04/2024 |
| Pj Capital Partners Llc | Midlothian | VA | 01/2021 | Present |
(1)Name of Business: EDesigns Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Designer/Stylist/PlannerSole Owner - Proprietor (2)Name of Business: PJ Capital Partners LLC Address: 13925 Coalfield Commons Pl, Midlothian, VA, 23114-1225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner - Elisabeth M. Poore\n50% Owner - Lucas Jones (3)Name of Business: PJ's Tree Service & Landscaping LLC Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Other Position/Title: Bookkeeper Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I pay monthly bills, track quarterly tax payments, create income and expense spreadsheets, marketing and make deposits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-17 |
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