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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-09 |
Branch Locations
101 Duke Street Suite 117 [Satellite], Culpeper, VA 22701 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piedmont Wealth Management | Culpeper | VA | 01/2013 | 07/2020 |
| Raymond James Financial Services, Inc. | Culpeper | VA | 07/2020 | 03/2021 |
| Freedom Street Partners | Culpeper | VA | 07/2020 | 03/2024 |
| Raymond James Financial Services, Inc. | Cuilpeper | VA | 03/2021 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Culpeper | VA | 03/2021 | 03/2024 |
| Steward Partners Global Advisory, Llc | Culpeper | VA | 03/2024 | 04/2026 |
| Steward Partners Investment Solutions, Llc | Culpeper | VA | 03/2024 | 04/2026 |
| Steward Partners Investment Advisory, Llc | Culpeper | VA | 03/2024 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Culpeper | VA | 04/2026 | Present |
(1) Name of Business: Freedom Street Partners Address: 317 S West Street, Culpeper, VA, 22701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/06/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of support company providing direct client services and support.| 2) Name of Business: PlayDate, Inc.; Nature of Activity: Non-Profit Children's Museum; No permanent location, VA; Position/Title: Board/Committee Memberships; Start Date: 05/01/2024; Description of duties: Treasurer; 5-10 HRS/MO devoted to this activity; 0 HRS/MO during trading hours; Not investment related.| 3) Name of Business: Hoot Owl Hollar Farm, LLC; City/State: Rixeyville, VA; Nature of Business: Foriculture and Floral design; Position/Title: Managing Member of LLC; Not Investment Related; Description of duties: Owner/Farmer; Start date: 9/24/2024; 25 HR/Mo devoted to this activity; 0 HR/Mo devoted to this activity during trading hours.| 4) PlayDate Inc; Not Inv related; Culpeper, VA; Learning through play; Treasurer; Start date 04/01/2024; 5 hours per month; 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-20 |
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