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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Lynchburg | VA | 06/2006 | 02/2021 |
| Bb&T Securities, Llc | Lynchburg | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 01/2026 |
| Truist Advisory Services, Inc. | Lynchburg | VA | 02/2021 | 01/2026 |
| Raymond James & Associates, Inc. | Lynchburg | VA | 01/2026 | Present |
1) Fleming Mountain Grill, LLC | Not investment related | 1060 Lee Jackson Hwy, Lynchburg, VA 24503 | Restaurant | Non-Operating Member of LLC | Started 12/01/2022 | 0 hours per month devoted | 0 hours per month devoted during trading | Non-Operating Member. 2) Greater Lynchburg Community Foundation | Not investment related | 1100 Commerce St, Lynchburg, VA 24504 | Community Grants | Board Member | Started 01/01/2024 | 5 hours per month devoted | 3 hours per month during business | 2 hours per month during trading | Board Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-06 |
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