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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-02 |
| VA | RA | APPROVED | 2021-04-16 |
Branch Locations
11820 Fountain Way, Ste 100, Newport News, VA 23606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Newport News | VA | 09/2014 | 04/2021 |
| Raymond James Financial Services, Inc. | Newport News | VA | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Newport News | VA | 04/2021 | Present |
(1)Name of Business: Boatrite, LLC Address: 104 Brenda Court, Yorktown, VA, 23693, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a fishing boat and receipt of all monies generated by the fisherman on the vessel. (2)Name of Business: Heyman Oyster Company Address: 494 Menchville Rd S, Newport News, VA, 23606, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for a 25% interest in James River Holdings. (3)Name of Business: JKLM Properties Address: 104 Brenda Court, Yorktown, VA, 23693, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pay fisherman to seed and sell harvested oysters off our privately leased grounds. Report harvested oysters to VMRC (Virginia Marine Resource Commission). At one time this LLC owned a commercial property but no longer does. It is solely oyster grounds. (4) Name of Business: Heyman Investment Group. Address: 11820 Fountain Way, Ste 100, Newport News, VA Activity Type: Other-Support Company - Owner. Position/Title: Other. Investment Related: No Start Date: 09/05/2024 HPM: 81 HPM trade hours: 41 Duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-09 |
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