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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| VA | RA | APPROVED | 2026-04-06 |
Branch Locations
20 Commerce Pkwy Ste 109, Fredericksburg, VA 22406 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Fredericksburg | VA | 10/2010 | 04/2026 |
| Raymond James Financial Services, Inc. | Fredericksburg | VA | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 04/2026 | Present |
(1)Name of Business: Deacon Ventures, LLC. Address: 1 Wallace Farms Lane, FREDERICKSBURG, VA, 22406, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/28/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The purpose of the Company is to operate as a business holding/operating company and to do all other acts to the extent permitted under the law.\n (2)Name of Business: Deacon Wealth Management, LLC. Address: 20 Commerce Pkwy Ste 109, Fredericksburg , VA, 22406, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/09/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner\n\nTo engage in lawful business activities including financial planning, wealth management, investment advisory services, retirement planning, consulting, and related services.\n (3)Name of Business: Deacon Wealth Properties, LLC. Address: 1 Wallace Farms Lane, FREDERICKSBURG, VA, 22406, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/09/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purpose: To acquire, own, lease, manage, sell, and otherwise deal with real estate and related investments.\n (4)Name of Business: ToDoCenter, LLC. Address: 1 Wallace Farms Lane, FREDERICKSBURG, VA, 22406, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/12/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The purpose of the Company is to operate as a web-based provider of appointment/responsibility scheduling service for clients and to do all other acts to the extent permitted under the law.\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-12 |
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