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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 2025-04-09
  • VA RA
    APPROVED
    Since 2025-04-09

Branch Locations

312 Brooke Park Pl, Forest, VA 24551 • 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
Centra Health Lynchburg VA 08/2020 02/2025
Advent Health Orlando FL 07/2019 07/2020
Liberty University Lynchburg VA 01/2016 05/2019
Danville Community College Danville VA 01/2015 05/2019
Raymond James Financial Services Inc. Forest VA 02/2025 Present
Southeastern Oklahoma State University Durant OK 05/2023 05/2024
Raymond James Financial Services Advisors, Inc Forest VA 04/2025 Present
Leesville Lake Marina Gretna VA 05/2017 10/2018
True Dry Carpet Cleaning Lynchburg VA 10/2017 05/2018
Staples Orlando FL 05/2018 08/2018
Staples Lynchburg VA 11/2018 01/2019
  • 08/2020 → 02/2025
    Centra Health
    Lynchburg, VA
  • 07/2019 → 07/2020
    Advent Health
    Orlando, FL
  • 01/2016 → 05/2019
    Liberty University
    Lynchburg, VA
  • 01/2015 → 05/2019
    Danville Community College
    Danville, VA
  • 02/2025 → Present
    Raymond James Financial Services Inc.
    Forest, VA
  • 05/2023 → 05/2024
    Southeastern Oklahoma State University
    Durant, OK
  • 04/2025 → Present
    Forest, VA
  • 05/2017 → 10/2018
    Leesville Lake Marina
    Gretna, VA
  • 10/2017 → 05/2018
    True Dry Carpet Cleaning
    Lynchburg, VA
  • 05/2018 → 08/2018
    Staples
    Orlando, FL
  • 11/2018 → 01/2019
    Staples
    Lynchburg, VA
Other Businesses

(1) Name of Business: Address: 2019 Indian Hill Road, Lynchburg, VA, 24503, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a college student renting the basement apartment at my primary residence. (2) Name of Business: AJR Investments LLC Address: 2019 Indian Hill Road, Lynchburg, VA, 24503, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2024 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 own two rental properties in Lynchburg, VA. We are currently trying to sell one and the other will remain a long term rental. (3) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
  • S66 Uniform Combined State Law Examination
    2025-04-07

View on SEC IAPD

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