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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Glen Allen | VA | 06/2015 | 07/2018 |
| David S Buchanan Jr Insurance Agency | Chase City | VA | 08/2018 | 10/2022 |
| State Farm Vp Management Corp | Chase City | VA | 04/2019 | 10/2022 |
| Raymond James Financial Services, Inc | South Hill | VA | 10/2022 | Present |
| Benchmark Community Bank | South Hill | VA | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc | South Hill | VA | 01/2023 | Present |
(1)Name of Business: Benchmark Financial Solutions Address: 905 N Mecklenburg Ave, South Hill , VA, 23970, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/19/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work with customers to create customized investment plans to meet various short, medium, and long term goals while managing risks according to each individual's risk tolerance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
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