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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-23 |
| VA | RA | APPROVED | 2013-02-13 |
Branch Locations
5820 Patterson Ave. Suite 100, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Richmond | VA | 02/2013 | Present |
(1)Name of Business: CMGMC LLC Address: 4412 Hanover Ave, Richmond, AL, 23221, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/03/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: CWF Catering LLC Address: 4412 Hanover Ave, Richmond, VA, 23221, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/05/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 5% partner simply so I can help my wife with tax and governmental filings. I literally do no work except assist with the SCC and the City when needed. (3)Name of Business: St. Martin's In The Field Address: 4412 Hanover Ave, Richmond, VA, 23221, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 10/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: New role: Treasurer Previous role was a member of the executive committee and the larger church committee. Our church is a summer chapel. As treasurer, I will pay bills that are approved by the senior warden and provide standard treasury reporting. (4)Name of Business: Virginia Retirement System Address: 1111 E Main St, Richmond, VA, 23219, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 03/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board of trustees overseeing executive leadership of the retirement system of Virginia.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-09 |
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