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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| VA | RA | APPROVED | 2013-02-19 |
Branch Locations
8052 Elm Drive Suite J-1 - P.O. Box 848, Mechanicsville, VA 23111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mechanicsville | VA | 02/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Mechanicsville | VA | 02/2013 | Present |
| Real Estate | Hatteras | NC | 05/2013 | Present |
| Real Estate | Mechanicsville | VA | 05/2013 | 04/2019 |
| Non-Variable Insurance | Mechanicsville | VA | 08/2014 | Present |
| Cold Harbor Financial | Mechanicsville | VA | 04/2019 | Present |
(1)Name of Business: Cold Harbor Financial Address: 8052 Elm Dr. Ste J-1 Mechanicsville, VA 23111, Mechanicsville, VA, 23111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/31/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner of support company. (2)Name of Business: Cold Harbor Financial Address: 8052 Elm Dr Ste J-1, Mechanicsville, VA, 23111, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collecting a monthly check
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-16 |
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