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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-24 |
Branch Locations
2102 Langhorne Rd, Lynchburg, VA 24501 • United States
Forest, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Vienna | VA | 01/2018 | 06/2025 |
| Aaron's Sales & Lease | Lynchburg | VA | 04/2017 | 01/2018 |
| Southern Air | Lynchburg | VA | 11/2016 | 01/2017 |
| F.Y.E - Transworld Entertainment | Lynchburg | VA | 09/2010 | 11/2016 |
| Unemployed | Lynchburg | VA | 01/2017 | 04/2017 |
| Western Governor's University | Millcreek | UT | 02/2020 | 07/2020 |
| Bank Of America N.A. | Vienna | VA | 01/2018 | 06/2025 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 11/2025 | Present |
| Centra Health Incorporated | Forest | VA | 06/2025 | 09/2025 |
| Telus Digital | Forest | VA | 06/2025 | 10/2025 |
| University Of Maine At Presque Isle | Presque Isle | ME | 05/2024 | 03/2025 |
(1) Name of Business: Freedom First Credit Union Address: 2102 Langhorne Rd, Lynchburg, VA, 24501-1424, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/03/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Tasks for Advisors and Investment Portfolios. (2) Name of Business: Freedom First Wealth Management Address: 2102 Langhorne Rd, Lynchburg, VA, 24501-1424, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative work to support advisors and clients with investment and wealth management activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-30 |
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