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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-24 |
Branch Locations
1800 Tysons Blvd Ste 600, Mc Lean, VA 22102-4257 • United States
3403 W Moore St , Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta | GA | 09/2014 | 05/2024 |
| Suntrust Bank | Richmond | VA | 01/2014 | 05/2024 |
| Raymond James Financial Services, Inc. | Richmond | VA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Richmond | VA | 10/2025 | Present |
| Retired | Midlothian | VA | 05/2024 | 10/2025 |
| Pinnacle Asset Management | Richmond | VA | 10/2025 | Present |
| Pinnacle Financial Partners/Pinnacle Bank | Richmond | VA | 09/2024 | Present |
(1)Name of Business: Address: 1831 Joplin Ave , Richmond , VA, 23224, United States Activity Type: Rental Real Estate Position/Title: Borrower, Owner/Proprietor Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and landlord (2)Name of Business: Pinnacle Asset Management Address: 2221 Edward Holland Dr, Richmond, VA, 23230-2518, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Associate: speak with clients about banking and investment needs and refer to Raymond James advisor for investment products and service needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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