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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-06-29 |
Branch Locations
4429 Bonney Road Suite 100, Virginia Beach, VA 23462 • United States
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 |
|---|---|---|---|---|
| Pj Robb Variable Corp. | Virginia Beach | VA | 10/2014 | 06/2018 |
| Crump Life Insurance Services Dba Bb&T Life Insurance Services | Charlotte | NC | 08/2014 | 06/2018 |
| Fulton Bank | Virginia Beach | VA | 07/2018 | Present |
| Raymond James Financial Services, Inc | Virginia Beach | VA | 06/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Virginia Beach | VA | 06/2018 | Present |
| Snowshoe Bunnies, Llc | Virginia Beach | VA | 03/2019 | 12/2019 |
| Legendary Softball Llc | Virginia Beach | VA | 04/2010 | Present |
| J&S Monarch Properties, Llc. | Virginia Beach | VA | 05/2013 | Present |
(1)Name of Business: J&S Monarch Properties, LLC Address: 801 Carolina Ave, Virginia Beach, VA, 23451, United States Activity Type: Rental Real Estate Position/Title: Borrower, Owner/Proprietor Investment Related: Yes Start Date: 05/06/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing rental property with my spouse (2)Name of Business: LEGENDARY SOFTBALL, LLC Address: 801 CAROLINA AVE, VIRGINIA BEACH, VA, 23451, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/05/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: MANAGE CAMPS, CLINICS AND TOURANMENTS FOR GIRLS FASTPITCH SOFTBALL. CONTROL OF CHECKING ACCOUNTS, EXPENSE DISBURSMENTS AND NORMAL BUSINESS ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-07 |
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