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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2009-05-27 |
Branch Locations
1144 Market Street Suite 200, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-05 |
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