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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-10 |
| VA | RA | APPROVED | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Lynchburg | VA | 09/2017 | 04/2022 |
| Liberty University | Lynchburg | VA | 02/2012 | 09/2017 |
| Bank Of America, N.A. | Lynchburg | VA | 05/2018 | 04/2022 |
| Raymond James Financial Services, Inc. | Lynchburg | VA | 04/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Lynchburg | VA | 04/2022 | Present |
| Liberty Womens Hockey | Lynchburg | VA | 01/2024 | Present |
(1) Name of Business: Address: 1971 University Blvd, Lynchburg, VA, 24515, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 08/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a part time assistant coach for the local Hockey team. (2) Name of Business: Address: 119 Valleydale Dr. , Lynchburg , VA, 24502, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/07/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a small rental house in Lynchburg. (3) Name of Business: Resolute Private Wealth Address: 312 Brook Park Pl, Forest, VA, 24551, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Part Owner along with being a financial advisor for the Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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