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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-04-26 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 12/1992 | 04/2017 |
| Bank Of America, Na | Charlottesville | VA | 12/2009 | 04/2017 |
| Raymond James & Associates, Inc. | Richmond | VA | 04/2017 | Present |
(1)Name of Business: Trays Branch LLC Address: 4121 Kingscrest Parkway, Richmond, VA, 23221, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 05/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-07 |
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