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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| VA | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 10/2018 | 04/2022 |
| Chick-Fil-A | Fredericksburg | VA | 03/2018 | 11/2018 |
| Unemployed | Fredericksburg | VA | 10/2017 | 03/2018 |
| Enterprise Holdings, Inc. | Alexandria | VA | 09/2005 | 10/2017 |
| Bank Of America, N.A. | Vienna | VA | 10/2018 | 04/2022 |
| Raymond James Financial Services, Inc. | Fredericksburg | VA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 04/2022 | Present |
| Lantern Wealth Management | Fredericksburg | VA | 04/2022 | Present |
| Concurrent Advisors | Fredericksburg | VA | 04/2022 | 03/2023 |
1) Lantern Wealth Management, 308 Wolfe Street, FL 3, Fredericksburg, Virginia 22401; Investment Related; Advisor, DBA Name/Support Company; Since 04/2022; 160 hrs/mo devoted, trading, business hours. 2) 212 Referral Network; networking organization, Richmond, Virginia, Not Investment Related, Team Chair, Since 08/2019, Non-Profit, Lead weekly meetings; 8 hrs/mo devoted and 4 hrs/mo during trading. 3) Fredericksburg Chamber of Commerce, LeadShare group, Fredericksburg, Virginia, Not Investment Related, Vice-Chair, Since 01/2020, Non-Pofit, Facilitate meeting flow and lead if Chair is absent, 8 hrs/mo devoted and 4 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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