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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-31 |
Branch Locations
1800 Tysons Blvd. Suite 600, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-29 |
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