Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-31
  • VA RA
    APPROVED
    Since 2026-08-31

Branch Locations

1800 Tysons Blvd. Suite 600, Mclean, VA 22102 • 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
First Citizens Investor Services, Inc. Raleigh NC 01/2021 06/2026
Bb&T Richmond VA 09/2008 09/2020
First Citizens Bank Richmond VA 10/2020 06/2026
Raymond James Financial Service, Inc. Mclean VA 08/2026 Present
Pinnacle Bank Mclean VA 07/2026 Present
Pinnacle Asset Management Mclean VA 07/2026 Present
Raymond James Financial Services Advisors, Inc. Mclean VA 08/2026 Present
Bb&T Securities, Llc Richmond VA 01/2018 09/2020
  • 01/2021 → 06/2026
    Raleigh, NC
  • 09/2008 → 09/2020
    Bb&T
    Richmond, VA
  • 10/2020 → 06/2026
    First Citizens Bank
    Richmond, VA
  • 08/2026 → Present
    Raymond James Financial Service, Inc.
    Mclean, VA
  • 07/2026 → Present
    Pinnacle Bank
    Mclean, VA
  • 07/2026 → Present
    Pinnacle Asset Management
    Mclean, VA
  • 08/2026 → Present
    Mclean, VA
  • 01/2018 → 09/2020
    Bb&T Securities, Llc
    Richmond, VA
Previous Registrations
Other Businesses

(1) BAR3, LLC Not investment related. Midlothian, VA. Spouses business / Physician. Owner with spouse. Started: 01/2021. 1 hour per month. 1 during business hours. My spouse is a physician and will be using this entity as a licensed medical services provider. (2) JAMEZ, LLC / DBA - Family Farm LLC, LLP Not investment related. Midlothian, VA. Family Farm. Business Owner. Started: 12/2018 1 hour per month. 1 during trading hours. Purpose of entity will be to rent equipment. (3) RENTAL PROPERTY. Investment related. 3020 Latitude Lane, Kissimmee, FL 34747. Rental Real Estate. Owner. Started: 05/2026 1 hour per month. 1 during trading hours. (4) RENTAL PROPERTY. Investment related. 4842-4844 Kubeck Court, Wilmington, NC 28403. Rental Real Estate. Owner. Started: 10/2012. 1 hour per month. 0-1 during trading hours. (5) RENTAL PROPERTY. Investment related. 2312 Beach Haven Drive, Unit 301, Virginia Beach, VA 23451. Rental Real Estate. Owner. Started: 01/2022. 1 hour per month. 0-1 during trading hours. (6) RENTAL PROPERTY. Investment related. 12806 Oldbury Court, Midlothian, VA 23114. Rental real estate. Owner. 1 hour per month. 0-1 during trading hours. (7) Ageless Aesthetics, LLC. Not investment related. Midlothian, VA Spouses business / Physician. Owner. Started: 05/2023. 1 hour per month. 0 during trading hours. (8) Jamez Buffett LLC. Investment related. 3020 Latitude Lane, Kissimmee, FL 24747. Holding company for real estate. Owner/Proprietor. Started: 04/2026. 1 hour per month. 1 during trading hours. No current duties for this entity. (9) Board member / Cristo Rey Richmond High School. Not investment related. Richmond, VA. Member of the Board. Finance / Investment Committee member. Started: 01/2022. 1 hour per month. 0 during trading hours. Duties: review monthly financials, capital expenditures and budgets.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-29
  • S63 Uniform Securities Agent State Law Examination
    2021-04-29
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mclean, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor