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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-18 |
Branch Locations
13925 Coalfield Commons Place Suite 101, Midlothian, VA 23114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pinnacle Group | Midlothian | VA | 04/1994 | 09/2016 |
| Raymond James Financial Services, Inc. | Midlothian | VA | 03/1999 | 12/2020 |
| Mahler Capital Management, Inc. | Midlothian | VA | 04/1994 | 01/2021 |
| Pinnacle Wealth Solutions | Midlothian | VA | 09/2016 | 12/2020 |
| Mercer Global Advisors Inc. | Midlothian | VA | 01/2021 | 12/2022 |
| Lion Street Financial, Llc | Midlothian | VA | 05/2021 | 01/2023 |
| Unemployed | Midlothian | VA | 01/2023 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Midlothian | VA | 07/2010 | 12/2020 |
| Raymond James Financial Services, Inc. | Midlothian | VA | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Midlothian | VA | 02/2025 | Present |
(1)Name of Business: PJ Capital LLC Address: 13925 Coalfield Commons Pl, Midlothian, VA, 23114-1225, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: We are an independent Raymond James branch, and this is our LLC where we contribute part of our earnings to pay expenses. I am taking over management of payroll and payables.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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