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1739 Kelly Road, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Richmond | VA | 12/2010 | 12/2017 |
| Raymond James Financial Services, Inc. | Richmond | VA | 12/2017 | 07/2025 |
| Raymond James Financial Services Advisors Inc. | Richmond | VA | 12/2017 | 07/2025 |
| Z3 Capital Partners | Richmond | VA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-29 |
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