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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-05-20 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Virginia Community College | Manassas | VA | 01/2016 | Present |
| Raymond James Financial Services, Inc. | Leesburg | VA | 01/2020 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | Leesburg | VA | 01/2020 | 01/2020 |
| Jtb International Inc. And Global Advisor Group | Reston | VA | 01/2016 | 01/2020 |
| Election Officer | Philomont | VA | 06/2018 | Present |
| Raymond James & Associates, Inc. | Purcellville | VA | 05/2020 | Present |
| Unemployed | Purcellville | VA | 02/2020 | 05/2020 |
| Raymond James Financial Services, Inc. | Purcellville | VA | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Purcellville | VA | 05/2020 | Present |
(1)Name of Business: Rotary Club of Warrenton, VA Address: 19647 Telegraph Springs Rd, Purcellville, VA, 20132, United States Activity Type: Other Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I'm a member of the Rotary Club, Warrenton, VA. The board requested I serve as Treasurer from May 1, 2026 to June 30, 2027. I'll have reporting functions - a profit/loss report, AR, AP, & aged balances reports given to the Board. I will also be involved in developing the annual budget, in coordination with the Board, who have final approval of the annual budget. Check writing ,depositing, direct account access, & paying club bills will be done by Dave Furia, who is a Rotarian board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-07 |
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