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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-15 |
Branch Locations
1800 Diagonal Road Suite 555, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Management Group | Washington | DC | 05/2022 | 07/2022 |
| Donovans Reef | Sea Bright | NJ | 05/2021 | 08/2021 |
| Copper Canyon Resturant | Atlantic Highlands | NJ | 07/2018 | 08/2018 |
| Virginia Polytechnic Institute And State University | Blacksburg | VA | 08/2019 | 05/2023 |
| Rumson Fair-Haven Regional High School | Rumson | NJ | 09/2015 | 06/2019 |
| Raymond James Financial Services, Inc | Alexandria | VA | 06/2023 | Present |
| Cambridge Investment Research, Inc. | Washington | DC | 05/2022 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Alexandria | VA | 12/2023 | Present |
(1)Name of Business: Goetzman Nau Financial Partners LLC Address: 1800 Diagonal Rd Ste 555, Alexandria, VA, 22314-2885, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Services Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-02 |
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