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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-28 |
| VA | RA | APPROVED | 2020-02-28 |
Branch Locations
1800 Diagonal Road Suite 555, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Alexandria | VA | 08/2006 | 02/2020 |
| Raymond James Financial Services, Inc. | Alexandria | VA | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Alexandria | VA | 02/2020 | Present |
| Goetzman Nau Financial Partners, Llc | Alexandria | VA | 02/2020 | Present |
Goetzman Nau Financial Partners, LLC. Not investment related. Support company/DBA (non-owner). Alexandria, VA. Employee. Started:02/2020. 0 hrs per month. DBA name/support company for financial services business. Director.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-23 |
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