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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
301 Concourse Blvd Ste 220, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2013 | 01/2024 |
| Raymond James Financial Services, Inc | Glen Allen | VA | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Glen Allen | VA | 01/2024 | Present |
(1) Name of Business: Moorefield Wealth Management Address: 301 Concourse Blvd Ste 220, Glen Allen, VA, 23059-5643, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: wealth management and financial planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-09 |
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