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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Lynchburg | VA | 05/2016 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 01/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2026 |
| Raymond James & Associates, Inc. | Lynchburg | VA | 01/2026 | Present |
(1)Name of Business: Miriam's House Address: 409 Magnolia Street, Lynchburg, VA, 24503, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Director Investment Related: Yes Start Date: 01/01/2020 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 have served on the Board of Miriam's House since 2020. I have served as Treasurer of Miriam's House since 2023, and will complete my role as Treasurer at the end of 2026. My term on the board will run through 2028. Miriam's House employs a full staff, including Executive Director and Finance Manager. These two positions control the flow of funds and are the only ones permitted to write and deposit checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-26 |
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