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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-09-21 |
| TX | RA | APPROVED_RES | 2022-09-19 |
Branch Locations
1950 Opportunity Way Ste 950, Reston, VA 20190 • 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 |
|---|---|---|---|---|
| Robert W. Baird & Co. | Reston | VA | 07/2007 | 09/2022 |
| Raymond James & Associates, Inc | Reston | VA | 09/2022 | Present |
(1)Name of Business: 25 Ifield Road (London) Limited Address: 9816 days farm drive, vienna, VA, 22182, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: we own a flat in London for personal use - it is not an operating business and we don't rent the property. However, it's a house with three apartments and thus three owners. It's organized as a "freehold" and thus is considered by their law a business entity and I'm considered a director. I have no duties or responsibilities, but i felt it needed to be disclosed. I will check "for profit" even though we don;t rent. (2)Name of Business: Vistana Management Address: Days Farm Drive, Vienna, VA, 22182, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: we have a timeshare through Vistana. If we are not able to use our allotted time, we try to sell on a public, web-based platform. So, it is not a rental per se but there is the potential to earn a profit vs. our annual dues. This is not always an annual activity - depends on whether we use the timeshare or not in any given year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-15 |
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