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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Altavista | VA | 02/2014 | 06/2025 |
| Raymond James Financial Services, Inc. | Gretna | VA | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Gretna | VA | 06/2025 | Present |
(1)Name of Business: Address: 1404 Dogwood Lane, Bedford, VA, 24523, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Wayfinder Wealth Management Address: 101 N Main St, Gretna, VA, 24557-4175, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/19/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor and VP of Wayfinder Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
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