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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| WV | RA | APPROVED | 2022-06-27 |
Branch Locations
5801 Williamsport Pike Suite 300, Martinsburg, WV 25404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2014 | 06/2022 |
| Raymond James Financial Services, Inc. | Falling Waters | WV | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Falling Waters | WV | 06/2022 | Present |
(1)Name of Business: Forethought Wealth Management LLC Address: 5801 Williamsport Pike Ste 300, Martinsburg, WV, 25404-6590, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the Founder of Forethought Wealth Management. I am the Financial Advisor and overall office manager. I employ one full time and one part time employees for secretarial work and admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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