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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-22 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Virginia Beach | VA | 08/2008 | 04/2021 |
| Bb&T Securities, Llc | Virginia Beach | VA | 01/2013 | 04/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Raymond James And Associates, Inc | Virginia Beach | VA | 04/2021 | Present |
(1)Name of Business: Poland Family LLC Address: 2231 Mill Road, Alexandria, VA, 22314, United States Activity Type: Personal/Private Investment Position/Title: N/A Investment Related: Yes Start Date: 06/15/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have been designated the family agent and I am authorized to attend all meeting and vote the interests of the Poland Family LLC as a member of Lake Investment Associates LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-24 |
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