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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Abingdon | VA | 01/2014 | 07/2017 |
| Scratch Golf Company | Bristol | VA | 08/2017 | 12/2017 |
| Unemployed | Abingdon | VA | 01/2018 | 11/2019 |
| Virginia Highlands Airport | Abingdon | VA | 12/2019 | 12/2021 |
| Emory And Henry College | Emory | VA | 01/2022 | 04/2023 |
| Trinitas Wealth Management, Llc | Bristol | VA | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bristol | VA | 02/2024 | Present |
| Virginia Highlands Airport | Abingdon | VA | 05/2023 | 10/2023 |
Trinitas Wealth Management, LLC Non-Investment Related 125 Walling Rd, Bristol, VA Non-Owner Support Company Associate/Employee Started: 02/22/2024 81+ hrs per month 81+ hrs during trading hrs Duties: Financial and investment planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
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