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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-03 |
Branch Locations
5002 Cross Road Nw, Roanoke, VA 24012 • United States
203 W Virginia Avenue, Vinton, VA 24179 • United States
1204 South Main Street, Blacksburg, VA 24018 • United States
1235 Electric Road, Salem, VA 24153 • United States
2102 Langhorne Rd, Lynchburg, VA 24501 • United States
2221 Colonial Ave Sw, Roanoke, VA 24015 • United States
Roanoke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Roanoke | VA | 12/2016 | 10/2017 |
| Wells Fargo Bank | Roanoke | VA | 09/2014 | 12/2016 |
| Suntrust Advisory Services, Inc | Roanoke | VA | 08/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Christianburg | VA | 01/2018 | 01/2021 |
| Wells Fargo Bank Na | Christianburg | VA | 01/2018 | 01/2021 |
| Freedom First Credit Union | Roanoke | VA | 01/2021 | Present |
| Lpl Financial Llc | Fincastle | VA | 12/2022 | 01/2023 |
| Level Four Financial, Llc | Dallas | TX | 04/2023 | 12/2024 |
| Level Four Advisory Services, Llc | Dallas | TX | 04/2023 | 12/2024 |
| Freedom First Wealth Management | Roanoke | VA | 12/2024 | Present |
| Raymond James Financial Services, Inc. | Roanoke | VA | 12/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 12/2024 | Present |
(1)Name of Business: Freedom First Credit Union Address: 102 Campbell Ave SE, Roanoke, VA, 24011, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/08/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth division of the credit union. I am paid a salary and recurring revenue (2)Name of Business: Freedom First Wealth Management Address: 102 Campbell Ave SE, Roanoke, VA, 24011, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth management department at Freedom First Credit Union. Help clients in the credit union with wealth management needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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