Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-06-29
  • VA RA
    APPROVED
    Since 2018-06-29

Branch Locations

4429 Bonney Road Suite 100, Virginia Beach, VA 23462 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2014 → 06/2018
    Pj Robb Variable Corp.
    Virginia Beach, VA
  • 08/2014 → 06/2018
    Crump Life Insurance Services Dba Bb&T Life Insurance Services
    Charlotte, NC
  • 07/2018 → Present
    Fulton Bank
    Virginia Beach, VA
  • 06/2018 → Present
    Raymond James Financial Services, Inc
    Virginia Beach, VA
  • 06/2018 → Present
    Virginia Beach, VA
  • 03/2019 → 12/2019
    Snowshoe Bunnies, Llc
    Virginia Beach, VA
  • 04/2010 → Present
    Legendary Softball Llc
    Virginia Beach, VA
  • 05/2013 → Present
    J&S Monarch Properties, Llc.
    Virginia Beach, VA
Previous Registrations
  • 2009-01-26 → 2014-09-15
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Norfolk, VA
  • 2008-08-28 → 2008-12-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Norfolk, VA
  • 2006-05-16 → 2008-04-15
    Bi Investments, Llc
    Virginia Beach, VA
  • 2006-04-03 → 2006-05-01
    Truist Investment Services, Inc.
    Portsmouth, VA
    Portsworth, VA
    Chesapeake, VA
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-31
S63 Uniform Securities Agent State Law Examination 1987-12-07
  • S65 Uniform Investment Adviser Law Examination
    2006-03-31
  • S63 Uniform Securities Agent State Law Examination
    1987-12-07
Designations
Other Names
  • James Gray Spencer
  • James G Spencer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor