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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-02
VA RA APPROVED 2025-05-01
  • TX RA
    APPROVED_RES
    Since 2025-05-02
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

11800 Sunrise Valley Drive Suite 1425, Reston, VA 20191 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Herndon VA 04/2010 05/2025
Northwest Financial Group Llc Herndon VA 04/2010 05/2025
Northwest Financial Advisors Llc Herndon VA 09/2013 05/2025
Raymond James Financial Services, Inc. Reston VA 05/2025 Present
Raymond James Financial Services Advisors, Inc. Reston VA 05/2025 Present
Us Navy Norfolk VA 03/2010 10/2018
Previous Registrations
Other Businesses

Name of Business: Momentum Capitol Wealth Advisors Address: 11800 Sunrise Valley Dr Ste 1425,Reston, VA, 20191-5317. Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2025, HPM: 81 HPM trade hours: 41 Duties: Managing Partner: Set strategy and direction for the employees and our clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-20
S63 Uniform Securities Agent State Law Examination 2010-07-01
  • S65 Uniform Investment Adviser Law Examination
    2010-07-20
  • S63 Uniform Securities Agent State Law Examination
    2010-07-01
Designations

View on SEC IAPD

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