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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-02 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
941 Glenwood Station Lane Suite 201, Charlottesville, VA 22901 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Charlottesville | VA | 05/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Charlottesville | VA | 01/2009 | Present |
| Dean & Masloff Financial Group | Charlottesville | VA | 12/2017 | 02/2021 |
(1)Name of Business: Dean-Reichard, LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Dean-Reichard, LLC is owned by John C. Dean and Julia J. Reichard. It owns 50% of our support company, Clarity Wealth Partners LLC. (2)Name of Business: DMFA, LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/08/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of an LLC, taxed as partnership, managing a rental property. This property is the location from which we operate our financial advisory practice. In partnership with James M. Masloff, who is also a Branch Manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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