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1739 Kelly Road, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| VA | RA | APPROVED | 2025-08-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Richmond | VA | 12/2010 | 12/2017 |
| Raymond James Financial Services, Inc. | Richmond | VA | 12/2017 | 07/2025 |
| Raymond James Financial Services Advisors Inc. | Richmond | VA | 12/2017 | 07/2025 |
| Halle Noel Llc. | Richmond | VA | 12/2017 | Present |
| Z3 Capital Partners | Richmond | VA | 08/2025 | Present |
(1) Name of Business: Mid Century Morris Address: 9901 Kingsbridge Rd, Henrico, VA, 23238, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wife's vintage furniture company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-11 |
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