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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-10-07
  • VA RA
    APPROVED
    Since 2019-10-07

Branch Locations

125 Walling Rd, Bristol, VA 24201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2019 → 10/2019
    Wells Fargo Advisors
    Bristol, VA
  • 02/2015 → 02/2019
    Berry Enterprises, Inc.
    Chilhowie, VA
  • 10/2019 → 10/2021
    Raymond James Financial Services, Inc.
    Bristol, VA
  • 10/2019 → Present
    Bristol, VA
  • 10/2019 → Present
    Trinitas Wealth Management, Llc
    Bristol, VA
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-09
  • S66 Uniform Combined State Law Examination
    2019-05-09
Other Names
  • Dickie Kegley
  • Richard Kegley

View on SEC IAPD

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