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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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