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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-19 |
| VA | RA | APPROVED | 2022-09-19 |
Branch Locations
1950 Opportunity Way Ste 950, Reston, VA 20190 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Reston | VA | 07/2007 | 09/2022 |
| Raymond James & Associates, Inc. | Reston | VA | 09/2022 | Present |
(1)Name of Business: Address: 45431 Firestone Pl, Leesburg, VA, 20176, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No day to day responsibilities. Pay mortgage and bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
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