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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-22 |
| VA | RA | APPROVED | 2021-04-22 |
Branch Locations
300 32Nd Street Suites 102 And 520, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Virginia Beach | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Raymond James & Associates, Inc. | Virginia Beach | VA | 04/2021 | Present |
(1) Name of Business: Koalafi Address: 1414 Wilton Lane, Virginia Beach, virginia, 23451, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 04/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: The Commonwealth Building Address: 1414 Wilton Lane, Virginia Beach, VA, 23451, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 12/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-27 |
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