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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-06-16 |
| VA | RA | APPROVED | 2023-06-05 |
Branch Locations
8065 Leesburg Pike Suite 605, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Chantilly | VA | 08/2016 | 05/2022 |
| Suntrust Investment Services | Atlanta | GA | 08/2016 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Washington | DC | 05/2022 | 06/2023 |
| Bank Of America, N.A. | Washington | DC | 05/2022 | 06/2023 |
| Raymond James Financial Services, Inc. | Washington | DC | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Washington | DC | 06/2023 | Present |
| Peoples Bank | Vienna | VA | 06/2023 | Present |
| Truist Investment Services, Inc. | Chantilly | VA | 08/2016 | 05/2022 |
(1) Name of Business: Peoples Investment Services Address: 8065 Leesburg Pike, Suite 605 , Vienna, VA, 22182, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/05/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-16 |
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