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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-21 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
2101 Parks Ave Suite 701, Virginia Beach, VA 23451 • 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 | 01/1996 | Present |
| Virginia Institute Of Collabrative Professionals | Virginia Beach | VA | 05/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Virginia Beach | VA | 01/2009 | Present |
| The Zaugg Financial Group, Inc. | Virginia Beach | VA | 01/2007 | 09/2021 |
(1)Name of Business: Cape Henry Private Wealth Group Address: 2101 Parks Ave Ste 701, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James FA (2)Name of Business: Great Bridge Sons of the American Revolution Address: 1004 Vineyard Ct, Chesapeake , VA, 23322, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assistant treasurer. keep books if and when the actual treasurer is out of town, no check writing authority or control of money and understood no collecting of checks. (3)Name of Business: Seven Seas Real Estate LLC Address: 1004 Vineyard Ct., Chesapeake, VA, 23322, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rent out my property, collect rents, pay related expenses.\nestablish the LLC to own the property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-22 |
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