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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-10-09 |
| VA | RA | APPROVED | 2019-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Bristol | VA | 06/2011 | 10/2019 |
| Raymond James Financial Services, Inc. | Bristol | VA | 10/2019 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Bristol | VA | 10/2019 | Present |
| Trinitas Wealth Management | Bristol | VA | 12/2020 | Present |
(1)Name of Business: Trinitas Wealth Management Address: 125 Walling Road, Bristol, VA, 24201, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/04/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Assistant, Client Administrator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
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