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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
| VA | RA | APPROVED | 2022-08-17 |
Branch Locations
208 Golden Oak Ct Ste 121, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 06/2018 | 08/2018 |
| Ubs | Virginia Beach | VA | 06/2017 | 08/2017 |
| Hampden Sydney College | Hampden Sydney | VA | 09/2015 | 05/2019 |
| Unemployed | Virginia Beach | VA | 05/2019 | 08/2019 |
| Capital One | Mclean | VA | 08/2019 | 03/2022 |
| Raymond James Financial Services, Inc | Virginia Beach | VA | 04/2022 | Present |
| Ubs Financial Services | Virginia Beach | VA | 06/2017 | 08/2017 |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach | VA | 08/2022 | Present |
(1)Name of Business: Society For Human Resources Address: 208 Golden Oak Ct Ste 121, Virginia Beach, VA, 23452-6767, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sponsorship Director for Society For Human Resources Management in charge of making sure our sponsors needs are met (2)Name of Business: Retirement Planning Services DBA Pinnacle Group Address: 208 Golden Oak Ct Ste 121, Virginia Beach, VA, 23452-6767, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-16 |
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