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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| VA | RA | APPROVED | 2017-11-06 |
Branch Locations
129 Fairway Lane Suite 101, Staunton, VA 24401 • United States
Mount Sidney, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Staunton | VA | 04/2011 | 11/2017 |
| Raymond James Financial Services, Inc. | Staunton | VA | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Staunton | VA | 11/2017 | Present |
| Davis Financial Strategies | Staunton | VA | 11/2017 | Present |
| Willow Springs Farm | Mount Sidney | VA | 11/2017 | Present |
(1)Name of Business: Davis Financial Strategies Address: 129 Fairway Lane Suite 101, Staunton, VA, 24401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: owner (2)Name of Business: Ravenhill Properties LLC Address: 129 Fairway Lane Suite 101, Staunton, VA, 24401, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of self occupied office building. Other owner is CPA who occupies other portion of building. (3)Name of Business: Virginia Elks Association -- Investment Committee Chair Address: internet and at annual meetings, various, VA, 24401, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 11/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: oversee activities of investment committee (4)Name of Business: Willow Springs Farm Address: 205 Willand Lane, Mount Sidney, VA, 24467, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/03/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: oversee operations and decision making (5)Name of Business: Willow Springs Farm Address: 205 Willand Lane, Mount Sidney, VA, 24467, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/03/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-23 |
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