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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 02/2019 | 10/2019 |
| Berry Enterprises, Inc. | Chilhowie | VA | 02/2015 | 02/2019 |
| Raymond James Financial Services, Inc. | Bristol | VA | 10/2019 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Bristol | VA | 10/2019 | Present |
| Trinitas Wealth Management, Llc | Bristol | VA | 10/2019 | Present |
(1)Name of Business: Address: 386 Flatwood Acres Road, Chilhowie , VA, 24319, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 02/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Referral source of group health insurance (2)Name of Business: Building 4 One, Inc Address: 386 Flatwood Acres Road, Chilhowie, VA, 24319, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2015 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 of Commercial Rental Property (3)Name of Business: Trinitas Wealth Management, LLC Address: 125 Walling Road\n, Bristol, VA, 24201, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Treasurer 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: Financial Advisor and Treasurer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-09 |
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