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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2009-05-27
  • WV RA
    APPROVED
    Since 2009-05-27

Branch Locations

1144 Market Street Suite 200, Wheeling, WV 26003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Wheeling WV 05/2009 Present
Raymond James Financial Services Advisors Inc. Wheeling WV 05/2009 Present
Freeman Investments Llc Wheeling WV 06/2018 Present
Previous Registrations
  • 2005-06-25 → 2009-05-18
    Wheeling, WV
    Wheeling, WV
  • 2005-06-21 → 2005-06-25
    Parker/Hunter Incorporated
    Wheeling, WV
Other Businesses

(1)Name of Business: Eos, LLC Address: Dr, Wheeling, WV, 26003, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a house that my daughter lives in (2)Name of Business: JB Chambers Foundation Address: Zoom call, Wheeling, WV, 26003, United States Activity Type: Non-profit Position/Title: Advisory Board Investment Related: Yes Start Date: 10/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a Foundation that provides funds in our community mainly for the benefit of children (3)Name of Business: RiverBridge Wealth LLC Address: 1144 Market St Ste 200, Wheeling, WV, 26003, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/14/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC is 100% owned using RJ RIA umbrella

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-03-27
S63 Uniform Securities Agent State Law Examination 1983-08-05
  • S65 Uniform Investment Adviser Law Examination
    1995-03-27
  • S63 Uniform Securities Agent State Law Examination
    1983-08-05
Designations

View on SEC IAPD

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